SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -50.0% | 100 | -50.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -77.8% | 200 | -80.0% | 0.00% | -100.0% |
| Q4 2020 | $36,000 | +16.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +3.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +15.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -23.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | -26.1% | 1,000 | -31.4% | 0.00% | -33.3% |
| Q3 2019 | $46,000 | -11.5% | 1,457 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +4.0% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +8.7% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $46,000 | -14.8% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $54,000 | -43.8% | 1,605 | -44.6% | 0.00% | -50.0% |
| Q2 2018 | $96,000 | +9500.0% | 2,896 | +11038.5% | 0.01% | – |
| Q1 2018 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | – | 26 | – | 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% |