SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $858,441 | -8.7% | 25,278 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $940,733 | +110056.1% | 26,388 | +7.5% | 0.01% | +11.1% |
| Q1 2023 | $854 | +7.6% | 24,558 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $794 | -99.9% | 24,675 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $694,000 | -10.9% | 24,675 | -0.1% | 0.01% | -11.1% |
| Q2 2022 | $779,000 | -14.3% | 24,708 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $909,000 | -60.0% | 24,708 | -58.0% | 0.01% | -18.2% |
| Q3 2021 | $2,274,000 | +103.6% | 58,814 | +107.6% | 0.01% | 0.0% |
| Q2 2021 | $1,117,000 | +5.7% | 28,334 | +0.8% | 0.01% | +10.0% |
| Q1 2021 | $1,057,000 | +9.3% | 28,100 | +4.7% | 0.01% | -9.1% |
| Q4 2020 | $967,000 | +21.2% | 26,850 | +5.7% | 0.01% | 0.0% |
| Q3 2020 | $798,000 | +18.9% | 25,394 | +12.7% | 0.01% | 0.0% |
| Q2 2020 | $671,000 | +13.7% | 22,532 | -1.3% | 0.01% | -8.3% |
| Q1 2020 | $590,000 | -30.4% | 22,832 | -9.5% | 0.01% | -7.7% |
| Q4 2019 | $848,000 | +5.1% | 25,221 | -0.2% | 0.01% | 0.0% |
| Q3 2019 | $807,000 | -4.2% | 25,269 | -3.6% | 0.01% | 0.0% |
| Q2 2019 | $842,000 | -5.3% | 26,203 | -7.7% | 0.01% | -7.1% |
| Q1 2019 | $889,000 | +48.4% | 28,385 | +34.4% | 0.01% | +40.0% |
| Q4 2018 | $599,000 | -18.6% | 21,124 | -3.8% | 0.01% | -9.1% |
| Q3 2018 | $736,000 | +2.5% | 21,965 | +1.1% | 0.01% | 0.0% |
| Q2 2018 | $718,000 | – | 21,733 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |