SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,601 | +2.5% | 7,058 | +0.0% | 0.06% | -4.8% |
| Q1 2023 | $245,503 | +8.0% | 7,055 | 0.0% | 0.06% | -7.4% |
| Q4 2022 | $227,242 | +2.4% | 7,055 | +0.1% | 0.07% | +13.3% |
| Q2 2022 | $222,000 | -14.3% | 7,050 | 0.0% | 0.06% | +1.7% |
| Q1 2022 | $259,000 | +12.1% | 7,050 | +18.5% | 0.06% | +20.4% |
| Q4 2021 | $231,000 | +0.4% | 5,950 | 0.0% | 0.05% | -9.3% |
| Q3 2021 | $230,000 | -2.1% | 5,950 | 0.0% | 0.05% | +14.9% |
| Q2 2021 | $235,000 | +502.6% | 5,950 | +417.4% | 0.05% | +42.4% |
| Q4 2019 | $39,000 | +5.4% | 1,150 | 0.0% | 0.03% | +43.5% |
| Q3 2019 | $37,000 | 0.0% | 1,150 | 0.0% | 0.02% | +21.1% |
| Q2 2019 | $37,000 | +2.8% | 1,150 | 0.0% | 0.02% | +5.6% |
| Q1 2019 | $36,000 | +9.1% | 1,150 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $33,000 | – | 1,150 | – | 0.02% | – |
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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% |