SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,049,000 | +219.8% | 33,356 | +266.6% | 0.87% | +209.3% |
| Q4 2020 | $328,000 | +13.1% | 9,099 | -1.5% | 0.28% | +2.9% |
| Q3 2020 | $290,000 | -7.9% | 9,237 | -12.7% | 0.27% | -14.2% |
| Q2 2020 | $315,000 | -14.2% | 10,586 | -25.5% | 0.32% | -28.6% |
| Q1 2020 | $367,000 | -3.9% | 14,215 | +25.0% | 0.44% | +24.0% |
| Q4 2019 | $382,000 | +5.2% | 11,370 | -0.3% | 0.36% | -11.4% |
| Q3 2019 | $363,000 | +3.4% | 11,401 | +4.2% | 0.40% | +9.2% |
| Q2 2019 | $351,000 | +9.7% | 10,946 | +7.1% | 0.37% | +6.9% |
| Q1 2019 | $320,000 | +20.8% | 10,223 | +9.2% | 0.35% | +21.8% |
| Q4 2018 | $265,000 | -23.6% | 9,359 | -9.4% | 0.28% | +15.0% |
| Q3 2018 | $347,000 | +1.2% | 10,334 | +0.8% | 0.25% | -1.6% |
| Q2 2018 | $343,000 | +12.8% | 10,250 | +14.9% | 0.25% | -16.3% |
| Q1 2018 | $304,000 | 0.0% | 8,918 | 0.0% | 0.30% | +0.3% |
| Q4 2017 | $304,000 | – | 8,918 | – | 0.30% | – |
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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% |