SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $223,000 | 0.0% | 6,994 | +0.7% | 0.24% | +3.0% |
| Q2 2019 | $223,000 | -20.4% | 6,945 | -22.5% | 0.23% | -19.4% |
| Q1 2019 | $280,000 | +5.3% | 8,957 | -4.5% | 0.29% | -13.0% |
| Q4 2018 | $266,000 | -15.6% | 9,383 | -17.6% | 0.33% | -10.8% |
| Q4 2016 | $315,000 | -4.3% | 11,393 | -0.2% | 0.37% | -1.1% |
| Q3 2016 | $329,000 | +11.1% | 11,411 | +4.4% | 0.38% | +10.6% |
| Q2 2016 | $296,000 | +35.2% | 10,931 | +35.3% | 0.34% | +31.3% |
| Q1 2016 | $219,000 | +2.3% | 8,078 | +4.1% | 0.26% | +6.1% |
| Q4 2015 | $214,000 | +1.4% | 7,759 | +0.4% | 0.24% | +3.0% |
| Q3 2015 | $211,000 | -5.0% | 7,726 | +6.2% | 0.24% | +6.8% |
| Q2 2015 | $222,000 | – | 7,272 | – | 0.22% | – |
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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% |