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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $483,000 | -6.4% | 13,166 | -0.9% | 0.36% | -2.4% |
| Q4 2021 | $516,000 | -1.0% | 13,284 | -1.4% | 0.37% | -8.8% |
| Q3 2021 | $521,000 | -2.1% | 13,473 | -0.2% | 0.41% | +12.1% |
| Q2 2021 | $532,000 | -38.0% | 13,498 | -40.8% | 0.36% | -45.4% |
| Q1 2021 | $858,000 | +14.4% | 22,794 | +9.4% | 0.66% | -4.9% |
| Q4 2020 | $750,000 | +18.5% | 20,838 | +3.4% | 0.70% | -3.3% |
| Q3 2020 | $633,000 | +5.1% | 20,156 | -0.4% | 0.72% | -16.3% |
| Q2 2020 | $602,000 | -81.3% | 20,243 | -83.8% | 0.86% | -85.0% |
| Q1 2020 | $3,227,000 | -45.4% | 124,881 | -29.0% | 5.77% | +8.6% |
| Q4 2019 | $5,913,000 | – | 175,814 | – | 5.31% | – |
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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% |