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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $713,206 | +22.1% | 22,142 | +6.7% | 0.06% | +14.5% |
| Q3 2022 | $584,000 | -1.5% | 20,754 | +10.0% | 0.06% | 0.0% |
| Q2 2022 | $593,000 | -33.5% | 18,862 | -22.4% | 0.06% | -28.6% |
| Q1 2022 | $892,000 | +154.9% | 24,305 | +169.6% | 0.08% | +92.5% |
| Q4 2021 | $350,000 | -59.3% | 9,014 | -59.5% | 0.04% | -52.9% |
| Q3 2021 | $861,000 | -10.1% | 22,254 | -8.3% | 0.08% | -15.8% |
| Q2 2021 | $958,000 | +5.9% | 24,276 | +0.9% | 0.10% | -3.8% |
| Q1 2021 | $905,000 | -2.8% | 24,049 | -7.0% | 0.10% | -11.8% |
| Q4 2020 | $931,000 | +14.5% | 25,867 | -0.1% | 0.12% | -4.0% |
| Q3 2020 | $813,000 | -8.9% | 25,881 | -13.7% | 0.12% | -19.5% |
| Q2 2020 | $892,000 | -31.6% | 29,978 | -40.6% | 0.15% | -47.6% |
| Q1 2020 | $1,304,000 | -16.9% | 50,457 | +8.2% | 0.29% | -1.0% |
| Q4 2019 | $1,569,000 | +16.9% | 46,645 | +10.7% | 0.30% | +3.1% |
| Q3 2019 | $1,342,000 | -1.6% | 42,130 | -0.9% | 0.29% | -5.6% |
| Q2 2019 | $1,364,000 | -12.6% | 42,504 | -14.7% | 0.30% | -29.4% |
| Q1 2019 | $1,561,000 | -38.2% | 49,856 | -33.8% | 0.43% | -45.4% |
| Q3 2018 | $2,526,000 | +6.7% | 75,339 | +5.2% | 0.79% | -5.7% |
| Q2 2018 | $2,367,000 | +19.2% | 71,611 | +21.5% | 0.84% | +11.4% |
| Q1 2018 | $1,986,000 | +17.9% | 58,927 | +19.2% | 0.75% | +14.4% |
| Q4 2017 | $1,684,000 | – | 49,439 | – | 0.66% | – |
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% |