SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $16,273,000 | -15.8% | 574,020 | -0.4% | 12.55% | -4.8% |
| Q3 2018 | $19,327,000 | +2.7% | 576,411 | +1.2% | 13.18% | -3.2% |
| Q2 2018 | $18,820,000 | +9.6% | 569,439 | +11.7% | 13.63% | +5.6% |
| Q1 2018 | $17,179,000 | +7.6% | 509,604 | +8.7% | 12.90% | +5.8% |
| Q4 2017 | $15,969,000 | +10.7% | 468,718 | +8.8% | 12.20% | -1.5% |
| Q3 2017 | $14,425,000 | +14.1% | 430,988 | +8.3% | 12.39% | +14.4% |
| Q2 2017 | $12,643,000 | +8.4% | 397,823 | +1.9% | 10.84% | +1.4% |
| Q1 2017 | $11,666,000 | +27.3% | 390,543 | +18.0% | 10.69% | +18.9% |
| Q4 2016 | $9,161,000 | -4.1% | 331,028 | -0.2% | 8.99% | -4.1% |
| Q3 2016 | $9,551,000 | +0.5% | 331,753 | -5.4% | 9.37% | -3.0% |
| Q2 2016 | $9,503,000 | +7.7% | 350,533 | +7.7% | 9.66% | +9.2% |
| Q1 2016 | $8,821,000 | +18.2% | 325,380 | +20.2% | 8.85% | +13.3% |
| Q4 2015 | $7,462,000 | +147.9% | 270,763 | +146.2% | 7.81% | +150.1% |
| Q3 2015 | $3,010,000 | +1.4% | 109,983 | +12.9% | 3.12% | +41.0% |
| Q2 2015 | $2,969,000 | +42.8% | 97,437 | +41.7% | 2.22% | +48.7% |
| Q1 2015 | $2,079,000 | +5675.0% | 68,762 | +5357.3% | 1.49% | +6108.3% |
| Q4 2014 | $36,000 | -7.7% | 1,260 | 0.0% | 0.02% | -7.7% |
| Q3 2014 | $39,000 | – | 1,260 | – | 0.03% | – |
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% |