SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $171,396 | -4.7% | 5,047 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $179,926 | +2.4% | 5,047 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $175,636 | +8.0% | 5,047 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $162,564 | -9.2% | 5,047 | -20.7% | 0.01% | -14.3% |
Q3 2022 | $179,000 | -8.7% | 6,365 | +1.9% | 0.01% | -6.7% |
Q2 2022 | $196,000 | -23.1% | 6,247 | -10.1% | 0.02% | -11.8% |
Q1 2022 | $255,000 | -29.4% | 6,948 | -25.1% | 0.02% | -26.1% |
Q4 2021 | $361,000 | +0.6% | 9,275 | 0.0% | 0.02% | -11.5% |
Q3 2021 | $359,000 | -1.9% | 9,275 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $366,000 | +40.2% | 9,275 | +33.5% | 0.03% | +30.0% |
Q1 2021 | $261,000 | -6.5% | 6,948 | -10.3% | 0.02% | -9.1% |
Q4 2020 | $279,000 | +3885.7% | 7,749 | +3894.3% | 0.02% | +2100.0% |
Q4 2019 | $7,000 | +16.7% | 194 | 0.0% | 0.00% | – |
Q3 2019 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | – |
Q2 2019 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | -100.0% |
Q1 2019 | $6,000 | +20.0% | 194 | 0.0% | 0.00% | – |
Q4 2018 | $5,000 | -28.6% | 194 | 0.0% | 0.00% | -100.0% |
Q3 2018 | $7,000 | +16.7% | 194 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | -14.3% | 194 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $7,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $7,000 | – | 194 | – | 0.00% | – |
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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% |