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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $334,000 | +6.4% | 8,470 | +1.6% | 0.17% | +29.9% |
| Q1 2021 | $314,000 | +4.7% | 8,340 | 0.0% | 0.13% | -5.0% |
| Q4 2020 | $300,000 | +19.0% | 8,340 | +3.8% | 0.14% | +9.3% |
| Q3 2020 | $252,000 | -8.4% | 8,035 | -13.1% | 0.13% | -11.6% |
| Q2 2020 | $275,000 | +15.1% | 9,245 | 0.0% | 0.15% | -3.9% |
| Q1 2020 | $239,000 | -50.6% | 9,245 | -35.8% | 0.15% | -30.0% |
| Q4 2019 | $484,000 | +5.4% | 14,395 | 0.0% | 0.22% | +2.8% |
| Q3 2019 | $459,000 | +2.2% | 14,395 | +2.8% | 0.21% | +2.4% |
| Q2 2019 | $449,000 | +3.0% | 14,005 | +0.5% | 0.21% | +9.6% |
| Q1 2019 | $436,000 | -5.4% | 13,930 | -14.2% | 0.19% | -13.4% |
| Q4 2018 | $461,000 | -18.4% | 16,244 | -3.6% | 0.22% | +2.8% |
| Q3 2018 | $565,000 | +1.4% | 16,844 | 0.0% | 0.21% | -8.7% |
| Q2 2018 | $557,000 | +0.7% | 16,844 | +2.6% | 0.23% | +45.3% |
| Q1 2018 | $553,000 | +19.2% | 16,414 | +20.4% | 0.16% | +16.9% |
| Q4 2017 | $464,000 | +60.6% | 13,629 | +57.7% | 0.14% | +40.2% |
| Q3 2017 | $289,000 | +43.1% | 8,644 | +36.0% | 0.10% | +34.7% |
| Q2 2017 | $202,000 | -4.7% | 6,354 | -19.1% | 0.07% | -43.3% |
| Q1 2016 | $212,000 | – | 7,854 | – | 0.13% | – |
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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% |