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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $200,000 | -3.8% | 5,148 | -36.0% | 0.01% | -41.7% |
| Q1 2020 | $208,000 | -23.5% | 8,041 | -0.7% | 0.01% | 0.0% |
| Q4 2019 | $272,000 | -1.8% | 8,095 | -7.0% | 0.01% | -7.7% |
| Q3 2019 | $277,000 | -2.1% | 8,704 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $283,000 | +2.2% | 8,818 | -0.2% | 0.01% | 0.0% |
| Q1 2019 | $277,000 | +23.7% | 8,834 | +11.8% | 0.01% | 0.0% |
| Q4 2018 | $224,000 | -13.8% | 7,905 | +1.9% | 0.01% | 0.0% |
| Q3 2018 | $260,000 | +1.6% | 7,759 | 0.0% | 0.01% | -18.8% |
| Q2 2018 | $256,000 | -2.3% | 7,759 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $262,000 | -1.1% | 7,759 | -0.4% | 0.02% | +6.2% |
| Q4 2017 | $265,000 | +3.1% | 7,790 | +1.5% | 0.02% | -20.0% |
| Q3 2017 | $257,000 | -1.5% | 7,676 | -6.7% | 0.02% | -4.8% |
| Q2 2017 | $261,000 | +6.1% | 8,224 | 0.0% | 0.02% | +10.5% |
| Q1 2017 | $246,000 | +7.9% | 8,224 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | – | 8,224 | – | 0.02% | – |
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% |