SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2022 | $121,000 | -6.2% | 3,306 | 0.0% | 0.00% | – |
| Q4 2021 | $129,000 | +0.8% | 3,306 | 0.0% | 0.00% | – |
| Q3 2021 | $128,000 | -21.0% | 3,306 | -19.7% | 0.00% | – |
| Q2 2021 | $162,000 | +20.0% | 4,117 | +14.7% | 0.00% | – |
| Q1 2021 | $135,000 | +13.4% | 3,588 | +8.5% | 0.00% | – |
| Q4 2020 | $119,000 | +120.4% | 3,306 | +59.1% | 0.00% | – |
| Q1 2020 | $54,000 | -27.0% | 2,078 | -10.5% | 0.00% | – |
| Q2 2019 | $74,000 | -59.8% | 2,322 | -60.6% | 0.00% | – |
| Q1 2019 | $184,000 | -9.4% | 5,900 | -17.9% | 0.00% | – |
| Q4 2018 | $203,000 | +651.9% | 7,188 | +796.3% | 0.00% | – |
| Q3 2018 | $27,000 | -54.2% | 802 | -54.8% | 0.00% | – |
| Q2 2018 | $59,000 | – | 1,773 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,483,581 | $64,175,000 | 19.97% |
| Wealthfront Advisers LLC | 62,593,885 | $1,617,426,000 | 14.69% |
| Matrix Trust Co | 2,043,996 | $52,817,000 | 14.27% |
| SVB Investment Services Inc. | 564,159 | $14,578,000 | 12.64% |
| Evergreen Advisors, LLC | 837,704 | $21,646,000 | 12.14% |
| Personal Capital Advisors Corp | 47,086,281 | $1,224,149,000 | 12.07% |
| Pacific Edge Advisors, LLC | 647,195 | $16,724,000 | 11.94% |
| Your Advocates Ltd., LLP | 518,042 | $13,386,000 | 11.56% |
| Harborview Advisors, LLC | 442,145 | $11,425,000 | 11.38% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 778,989 | $20,129,000 | 10.94% |