SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,290,000 | +7.0% | 38,363 | +1.3% | 0.71% | 0.0% |
Q3 2019 | $1,206,000 | +9.4% | 37,863 | +10.2% | 0.71% | +6.0% |
Q2 2019 | $1,102,000 | +7.7% | 34,350 | +5.2% | 0.67% | +6.1% |
Q1 2019 | $1,023,000 | +5.0% | 32,667 | -4.9% | 0.63% | -12.4% |
Q4 2018 | $974,000 | – | 34,339 | – | 0.72% | – |
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% |