SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,133,000 | -2.4% | 80,944 | -0.6% | 0.44% | -2.2% |
| Q2 2021 | $3,211,000 | +4.5% | 81,400 | -0.3% | 0.46% | -2.8% |
| Q1 2021 | $3,072,000 | +4.1% | 81,650 | -0.4% | 0.47% | -2.1% |
| Q4 2020 | $2,951,000 | +13.7% | 81,963 | -0.9% | 0.48% | +1.1% |
| Q3 2020 | $2,596,000 | +7.5% | 82,674 | +1.8% | 0.47% | -2.1% |
| Q2 2020 | $2,415,000 | +9.3% | 81,179 | -5.1% | 0.48% | -9.9% |
| Q1 2020 | $2,210,000 | -23.7% | 85,522 | -0.6% | 0.54% | +2.1% |
| Q4 2019 | $2,895,000 | +5.5% | 86,069 | -0.0% | 0.52% | -2.4% |
| Q3 2019 | $2,743,000 | -2.1% | 86,099 | -1.4% | 0.54% | -4.4% |
| Q2 2019 | $2,802,000 | +2.1% | 87,325 | -0.4% | 0.56% | -0.9% |
| Q1 2019 | $2,745,000 | +11.2% | 87,670 | +0.7% | 0.57% | -0.5% |
| Q4 2018 | $2,468,000 | +1.1% | 87,068 | +19.6% | 0.57% | +14.7% |
| Q3 2018 | $2,442,000 | +1.0% | 72,827 | -0.5% | 0.50% | +0.8% |
| Q2 2018 | $2,419,000 | -1.7% | 73,185 | +0.2% | 0.49% | -5.9% |
| Q1 2018 | $2,462,000 | +0.7% | 73,020 | +1.7% | 0.52% | +2.7% |
| Q4 2017 | $2,446,000 | +3.9% | 71,802 | +2.1% | 0.51% | -1.7% |
| Q3 2017 | $2,355,000 | +21.4% | 70,352 | +15.2% | 0.52% | +18.7% |
| Q2 2017 | $1,940,000 | +11.2% | 61,057 | +4.5% | 0.44% | +4.5% |
| Q1 2017 | $1,745,000 | +20.2% | 58,427 | +11.4% | 0.42% | +7.7% |
| Q4 2016 | $1,452,000 | +18.6% | 52,467 | +23.4% | 0.39% | +16.8% |
| Q3 2016 | $1,224,000 | +11.3% | 42,503 | +4.7% | 0.33% | +9.2% |
| Q2 2016 | $1,100,000 | +233.3% | 40,589 | +233.7% | 0.30% | +238.9% |
| Q1 2014 | $330,000 | – | 12,163 | – | 0.09% | – |
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% |