Dougherty Wealth Advisers LLC - SCHWAB STRATEGIC TR ownership

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
Dougherty Wealth Advisers LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2019$4,0000.0%1330.0%0.01%
-21.4%
Q1 2019$4,0000.0%1330.0%0.01%
+7.7%
Q4 2018$4,0001330.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
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