SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $223,000 | 0.0% | 6,994 | +0.7% | 0.24% | +3.0% |
| Q2 2019 | $223,000 | -20.4% | 6,945 | -22.5% | 0.23% | -19.4% |
| Q1 2019 | $280,000 | +5.3% | 8,957 | -4.5% | 0.29% | -13.0% |
| Q4 2018 | $266,000 | -15.6% | 9,383 | -17.6% | 0.33% | -10.8% |
| Q4 2016 | $315,000 | -4.3% | 11,393 | -0.2% | 0.37% | -1.1% |
| Q3 2016 | $329,000 | +11.1% | 11,411 | +4.4% | 0.38% | +10.6% |
| Q2 2016 | $296,000 | +35.2% | 10,931 | +35.3% | 0.34% | +31.3% |
| Q1 2016 | $219,000 | +2.3% | 8,078 | +4.1% | 0.26% | +6.1% |
| Q4 2015 | $214,000 | +1.4% | 7,759 | +0.4% | 0.24% | +3.0% |
| Q3 2015 | $211,000 | -5.0% | 7,726 | +6.2% | 0.24% | +6.8% |
| Q2 2015 | $222,000 | – | 7,272 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |