SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $359,000 | -12.9% | 9,536 | -16.7% | 0.19% | -26.3% |
| Q4 2020 | $412,000 | +7.0% | 11,448 | -6.6% | 0.26% | -5.8% |
| Q3 2020 | $385,000 | -24.8% | 12,261 | -28.7% | 0.28% | -33.9% |
| Q2 2020 | $512,000 | +14.5% | 17,201 | -0.6% | 0.42% | -3.3% |
| Q1 2020 | $447,000 | -46.1% | 17,301 | -29.8% | 0.43% | -14.7% |
| Q4 2019 | $829,000 | -9.0% | 24,649 | -13.8% | 0.50% | -5.4% |
| Q3 2019 | $911,000 | -15.4% | 28,591 | -14.8% | 0.53% | -12.2% |
| Q2 2019 | $1,077,000 | -9.6% | 33,576 | -11.8% | 0.61% | -10.7% |
| Q1 2019 | $1,192,000 | +2.1% | 38,066 | -7.5% | 0.68% | +1.9% |
| Q4 2018 | $1,167,000 | +418.7% | 41,166 | +513.7% | 0.67% | +553.9% |
| Q3 2018 | $225,000 | -12.1% | 6,708 | -13.4% | 0.10% | -17.7% |
| Q2 2018 | $256,000 | -3.4% | 7,748 | -1.4% | 0.12% | -8.8% |
| Q1 2018 | $265,000 | +2.3% | 7,856 | +3.5% | 0.14% | +7.9% |
| Q4 2017 | $259,000 | +8.4% | 7,591 | +6.4% | 0.13% | +4.1% |
| Q3 2017 | $239,000 | -4.8% | 7,132 | -9.9% | 0.12% | +1.7% |
| Q2 2017 | $251,000 | +6.4% | 7,913 | +0.0% | 0.12% | -7.8% |
| Q1 2017 | $236,000 | +7.3% | 7,910 | -0.6% | 0.13% | +12.2% |
| Q4 2016 | $220,000 | +12.8% | 7,960 | +17.6% | 0.12% | +9.5% |
| Q3 2016 | $195,000 | +14.7% | 6,770 | +8.0% | 0.10% | +11.7% |
| Q2 2016 | $170,000 | +19.7% | 6,270 | +19.5% | 0.09% | +25.3% |
| Q1 2016 | $142,000 | -32.4% | 5,247 | -23.9% | 0.08% | -13.8% |
| Q2 2015 | $210,000 | +1.0% | 6,897 | 0.0% | 0.09% | +6.1% |
| Q1 2015 | $208,000 | – | 6,897 | – | 0.08% | – |
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% |