SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,249,000 | +20.9% | 75,601 | +5.0% | 1.05% | +24.7% |
| Q1 2020 | $1,860,000 | -25.1% | 71,981 | -2.5% | 0.84% | +22.8% |
| Q4 2019 | $2,484,000 | +14.7% | 73,862 | +8.7% | 0.69% | +72.0% |
| Q3 2019 | $2,165,000 | +6.3% | 67,960 | +7.1% | 0.40% | +10.8% |
| Q2 2019 | $2,036,000 | +3.6% | 63,434 | +1.0% | 0.36% | +5.9% |
| Q1 2019 | $1,966,000 | +29.1% | 62,797 | +16.9% | 0.34% | +9.6% |
| Q4 2018 | $1,523,000 | -18.8% | 53,722 | -3.9% | 0.31% | -23.6% |
| Q3 2018 | $1,875,000 | -3.7% | 55,909 | -5.1% | 0.41% | -7.9% |
| Q2 2018 | $1,947,000 | – | 58,906 | – | 0.44% | – |
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% |