Burleson & Company, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$11,498,269
+14.5%
356,9780.0%2.87%
+32.9%
Q3 2022$10,042,000
-11.2%
356,978
-0.7%
2.16%
-12.0%
Q2 2022$11,308,000
-8.0%
359,541
+7.5%
2.45%
+24.5%
Q1 2022$12,285,000
+6.6%
334,552
+12.8%
1.97%
+17.5%
Q4 2021$11,525,000
+5.5%
296,506
+5.1%
1.68%
+3.5%
Q3 2021$10,921,000
+2.4%
282,198
+4.4%
1.62%
+4.2%
Q2 2021$10,664,000
+4.7%
270,310
-0.1%
1.56%
-6.0%
Q1 2021$10,181,000
+7.6%
270,636
+3.0%
1.66%
+0.9%
Q4 2020$9,466,000
-0.0%
262,866
-9.4%
1.64%
-8.4%
Q3 2020$9,467,000
+21.6%
290,036
+16.6%
1.79%
+5.5%
Q2 2020$7,784,000
+13.4%
248,777
-0.0%
1.70%
-5.0%
Q1 2020$6,862,000
-21.8%
248,896
-3.7%
1.79%
-27.3%
Q4 2019$8,770,000
+50.5%
258,463
+44.7%
2.46%
+21.0%
Q3 2019$5,828,000
-8.8%
178,655
-12.5%
2.03%
-24.5%
Q2 2019$6,389,000
-2.4%
204,181
+0.6%
2.69%
-3.2%
Q1 2019$6,548,000
+7.1%
202,923
+2.8%
2.78%
-12.0%
Q4 2018$6,113,000
-12.9%
197,384
-13.6%
3.16%
-19.6%
Q3 2018$7,020,000
-13.2%
228,585
-6.6%
3.93%
-16.7%
Q2 2018$8,090,000
+0.4%
244,789
+2.4%
4.71%
-10.4%
Q1 2018$8,057,000
+4.9%
239,012
+6.0%
5.26%
+6.4%
Q4 2017$7,680,000225,4154.94%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,483,581$64,175,00019.97%
Wealthfront Advisers LLC 62,593,885$1,617,426,00014.69%
Matrix Trust Co 2,043,996$52,817,00014.27%
SVB Investment Services Inc. 564,159$14,578,00012.64%
Evergreen Advisors, LLC 837,704$21,646,00012.14%
Personal Capital Advisors Corp 47,086,281$1,224,149,00012.07%
Pacific Edge Advisors, LLC 647,195$16,724,00011.94%
Your Advocates Ltd., LLP 518,042$13,386,00011.56%
Harborview Advisors, LLC 442,145$11,425,00011.38%
OGOREK ANTHONY JOSEPH /NY/ /ADV 778,989$20,129,00010.94%
View complete list of SCHWAB STRATEGIC TR shareholders