SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $448,000 | +15.2% | 15,084 | +0.1% | 0.21% | 0.0% |
| Q1 2020 | $389,000 | -69.6% | 15,062 | -60.4% | 0.21% | -12.3% |
| Q4 2019 | $1,280,000 | +96.9% | 38,066 | +86.5% | 0.24% | -8.3% |
| Q3 2019 | $650,000 | +22.6% | 20,410 | +23.4% | 0.27% | +12.2% |
| Q2 2019 | $530,000 | +0.4% | 16,540 | -1.9% | 0.24% | -2.1% |
| Q1 2019 | $528,000 | -42.4% | 16,868 | -47.9% | 0.24% | -2.0% |
| Q4 2018 | $916,000 | -17.9% | 32,354 | -2.8% | 0.25% | -10.8% |
| Q3 2018 | $1,116,000 | -11.8% | 33,286 | -13.2% | 0.28% | -13.7% |
| Q2 2018 | $1,266,000 | +132.7% | 38,354 | +137.4% | 0.32% | +13.4% |
| Q1 2018 | $544,000 | +33.7% | 16,157 | +32.9% | 0.28% | +14.6% |
| Q3 2017 | $407,000 | +7.4% | 12,161 | +1.9% | 0.25% | +11.3% |
| Q2 2017 | $379,000 | -99.9% | 11,938 | +27.8% | 0.22% | +48.0% |
| Q1 2017 | $277,928,000 | +14.1% | 9,339 | +6.1% | 0.15% | +7.9% |
| Q4 2016 | $243,528,000 | -50.0% | 8,798 | -48.0% | 0.14% | -3.5% |
| Q3 2016 | $487,010,000 | +17.3% | 16,916 | +10.5% | 0.14% | +0.7% |
| Q2 2016 | $415,054,000 | – | 15,310 | – | 0.14% | – |
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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% |