TCI Wealth Advisors, Inc. - SCHWAB STRATEGIC TR ownership

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
TCI Wealth Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$144,250
-24.9%
4,145
-30.5%
0.02%
-29.6%
Q4 2022$192,200
+65.7%
5,967
+44.7%
0.03%
+42.1%
Q3 2022$116,000
-10.8%
4,1230.0%0.02%
-5.0%
Q2 2022$130,000
-13.9%
4,123
+0.1%
0.02%
-13.0%
Q1 2022$151,000
-3.8%
4,118
+1.7%
0.02%0.0%
Q4 2021$157,000
+0.6%
4,048
+0.3%
0.02%
-4.2%
Q3 2021$156,000
-1.9%
4,0350.0%0.02%
-11.1%
Q2 2021$159,000
+4.6%
4,035
+0.1%
0.03%
-57.8%
Q1 2021$152,000
+4.8%
4,0300.0%0.06%
-1.5%
Q4 2020$145,000
+14.2%
4,030
-0.2%
0.06%
+30.0%
Q3 2020$127,000
+5.8%
4,0380.0%0.05%
-2.0%
Q2 2020$120,000
-11.8%
4,038
-23.5%
0.05%
-23.9%
Q1 2020$136,000
-27.7%
5,281
-5.6%
0.07%
-8.2%
Q4 2019$188,000
-6.0%
5,592
-10.7%
0.07%
-18.0%
Q3 2019$200,000
+21.2%
6,263
+21.7%
0.09%
+20.3%
Q2 2019$165,000
-27.9%
5,146
-29.8%
0.07%
-26.7%
Q1 2019$229,000
-24.4%
7,327
-31.4%
0.10%
-31.3%
Q4 2018$303,000
+23.7%
10,679
+46.1%
0.15%
+44.1%
Q3 2018$245,000
+30.3%
7,311
+28.4%
0.10%
+21.4%
Q2 2018$188,000
-5.1%
5,694
-2.8%
0.08%
-8.7%
Q1 2018$198,000
-56.8%
5,861
-56.4%
0.09%
-54.2%
Q4 2017$458,000
+1074.4%
13,430
+933.1%
0.20%
+905.0%
Q1 2017$39,000
+8.3%
1,3000.0%0.02%
+5.3%
Q4 2016$36,000
-2.7%
1,3000.0%0.02%
-5.0%
Q3 2016$37,000
-53.8%
1,300
-56.0%
0.02%
-54.5%
Q2 2016$80,0000.0%2,9550.0%0.04%0.0%
Q1 2016$80,000
-83.3%
2,955
-83.0%
0.04%
-83.5%
Q4 2015$479,000
-8.9%
17,394
-9.5%
0.27%
-15.8%
Q3 2015$526,000
+52.9%
19,221
+70.0%
0.32%
+60.9%
Q2 2015$344,000
+483.1%
11,306
+478.3%
0.20%
+432.4%
Q1 2015$59,0001,9550.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,483,581$64,175,00019.97%
Wealthfront Advisers LLC 62,593,885$1,617,426,00014.69%
Matrix Trust Co 2,043,996$52,817,00014.27%
SVB Investment Services Inc. 564,159$14,578,00012.64%
Evergreen Advisors, LLC 837,704$21,646,00012.14%
Personal Capital Advisors Corp 47,086,281$1,224,149,00012.07%
Pacific Edge Advisors, LLC 647,195$16,724,00011.94%
Your Advocates Ltd., LLP 518,042$13,386,00011.56%
Harborview Advisors, LLC 442,145$11,425,00011.38%
OGOREK ANTHONY JOSEPH /NY/ /ADV 778,989$20,129,00010.94%
View complete list of SCHWAB STRATEGIC TR shareholders