SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $151,000 | -10.1% | 5,351 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $168,000 | -41.1% | 5,351 | -36.9% | 0.02% | -61.1% |
| Q4 2019 | $285,000 | +8.0% | 8,476 | +2.1% | 0.05% | -3.6% |
| Q3 2019 | $264,000 | 0.0% | 8,300 | +0.8% | 0.06% | -5.1% |
| Q2 2019 | $264,000 | +2.3% | 8,236 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $258,000 | +2.4% | 8,236 | -7.2% | 0.06% | -3.2% |
| Q4 2018 | $252,000 | -12.8% | 8,875 | +3.0% | 0.06% | -10.0% |
| Q3 2018 | $289,000 | +1.4% | 8,616 | 0.0% | 0.07% | -6.7% |
| Q2 2018 | $285,000 | -6.9% | 8,616 | -5.0% | 0.08% | -11.8% |
| Q1 2018 | $306,000 | +1.7% | 9,070 | +2.7% | 0.08% | -4.5% |
| Q4 2017 | $301,000 | +4.2% | 8,828 | +2.4% | 0.09% | -4.3% |
| Q3 2017 | $289,000 | -18.6% | 8,624 | -22.7% | 0.09% | -25.0% |
| Q2 2017 | $355,000 | +6.6% | 11,158 | 0.0% | 0.12% | -1.6% |
| Q1 2017 | $333,000 | +7.8% | 11,158 | 0.0% | 0.13% | +4.1% |
| Q4 2016 | $309,000 | +91.9% | 11,158 | +100.0% | 0.12% | +70.4% |
| Q3 2016 | $161,000 | +6.6% | 5,579 | 0.0% | 0.07% | +4.4% |
| Q2 2016 | $151,000 | 0.0% | 5,579 | 0.0% | 0.07% | -6.8% |
| Q1 2016 | $151,000 | -1.9% | 5,579 | 0.0% | 0.07% | -8.8% |
| Q4 2015 | $154,000 | +3.4% | 5,579 | +2.2% | 0.08% | -15.8% |
| Q3 2015 | $149,000 | -10.2% | 5,457 | 0.0% | 0.10% | -10.4% |
| Q2 2015 | $166,000 | +0.6% | 5,457 | 0.0% | 0.11% | -5.4% |
| Q1 2015 | $165,000 | +4.4% | 5,457 | 0.0% | 0.11% | +1.8% |
| Q4 2014 | $158,000 | – | 5,457 | – | 0.11% | – |
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% |