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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | -95.5% | 150 | -95.5% | 0.00% | -95.1% |
| Q3 2017 | $112,000 | +5.7% | 3,345 | 0.0% | 0.08% | +2.5% |
| Q2 2017 | $106,000 | +71.0% | 3,345 | +62.0% | 0.08% | +63.3% |
| Q1 2017 | $62,000 | +34.8% | 2,065 | +23.3% | 0.05% | +28.9% |
| Q4 2016 | $46,000 | -4.2% | 1,675 | 0.0% | 0.04% | -5.0% |
| Q3 2016 | $48,000 | +300.0% | 1,675 | +272.2% | 0.04% | +700.0% |
| Q2 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | -54.5% |
| Q1 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -14.3% | 450 | 0.0% | 0.01% | -8.3% |
| Q2 2015 | $14,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | +7.7% | 450 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $13,000 | -7.1% | 450 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $14,000 | -6.7% | 450 | 0.0% | 0.01% | -7.7% |
| Q2 2014 | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $14,000 | – | 450 | – | 0.01% | – |
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% |