SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -75.9% | 6,243 | -74.5% | 0.02% | -74.4% |
| Q4 2021 | $950,000 | +295.8% | 24,450 | +293.8% | 0.08% | +271.4% |
| Q3 2021 | $240,000 | -2.0% | 6,209 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $245,000 | +4.7% | 6,209 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $234,000 | +4.0% | 6,209 | -0.4% | 0.02% | -4.2% |
| Q4 2020 | $225,000 | +69.2% | 6,237 | +47.1% | 0.02% | +41.2% |
| Q3 2020 | $133,000 | +5.6% | 4,239 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $126,000 | +14.5% | 4,239 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $110,000 | +197.3% | 4,239 | +295.4% | 0.02% | +137.5% |
| Q4 2017 | $37,000 | – | 1,072 | – | 0.01% | – |
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% |