SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,339,000 | -28.9% | 47,609 | -20.4% | 0.00% | -33.3% |
| Q2 2022 | $1,882,000 | -16.4% | 59,825 | -2.4% | 0.00% | 0.0% |
| Q1 2022 | $2,250,000 | -13.2% | 61,270 | -8.1% | 0.00% | 0.0% |
| Q4 2021 | $2,592,000 | -8.9% | 66,686 | -10.1% | 0.00% | -25.0% |
| Q3 2021 | $2,844,000 | -6.7% | 74,200 | -3.9% | 0.00% | 0.0% |
| Q2 2021 | $3,047,000 | +4.9% | 77,232 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $2,904,000 | -48.8% | 77,192 | -51.0% | 0.00% | 0.0% |
| Q4 2020 | $5,674,000 | +118.6% | 157,563 | +90.6% | 0.00% | -20.0% |
| Q3 2020 | $2,596,000 | +2.3% | 82,674 | -3.1% | 0.01% | 0.0% |
| Q2 2020 | $2,537,000 | +5.0% | 85,293 | -8.8% | 0.01% | -16.7% |
| Q1 2020 | $2,416,000 | -28.2% | 93,493 | -6.6% | 0.01% | -14.3% |
| Q4 2019 | $3,366,000 | +4.7% | 100,093 | -0.8% | 0.01% | 0.0% |
| Q3 2019 | $3,214,000 | -3.2% | 100,868 | -2.5% | 0.01% | 0.0% |
| Q2 2019 | $3,319,000 | +1.6% | 103,443 | -0.9% | 0.01% | 0.0% |
| Q1 2019 | $3,267,000 | +8.8% | 104,343 | -1.5% | 0.01% | -12.5% |
| Q4 2018 | $3,003,000 | -23.3% | 105,943 | -9.2% | 0.01% | -11.1% |
| Q3 2018 | $3,913,000 | -1.2% | 116,707 | -2.6% | 0.01% | 0.0% |
| Q2 2018 | $3,960,000 | -50.6% | 119,807 | -49.6% | 0.01% | -10.0% |
| Q1 2018 | $8,016,000 | +90.5% | 237,814 | +92.6% | 0.01% | 0.0% |
| Q4 2017 | $4,207,000 | +3.6% | 123,487 | +1.8% | 0.01% | 0.0% |
| Q3 2017 | $4,059,000 | +5.0% | 121,265 | -0.3% | 0.01% | 0.0% |
| Q2 2017 | $3,865,000 | +12.0% | 121,614 | +5.3% | 0.01% | +11.1% |
| Q1 2017 | $3,451,000 | +11.4% | 115,530 | +3.2% | 0.01% | 0.0% |
| Q4 2016 | $3,098,000 | -5.3% | 111,930 | -1.5% | 0.01% | 0.0% |
| Q3 2016 | $3,271,000 | +7.5% | 113,615 | +1.2% | 0.01% | 0.0% |
| Q2 2016 | $3,043,000 | -2.7% | 112,240 | -2.6% | 0.01% | -10.0% |
| Q1 2016 | $3,126,000 | -0.9% | 115,290 | +0.7% | 0.01% | +11.1% |
| Q4 2015 | $3,155,000 | +17.1% | 114,465 | +16.2% | 0.01% | +12.5% |
| Q3 2015 | $2,695,000 | -8.3% | 98,465 | +2.1% | 0.01% | -11.1% |
| Q2 2015 | $2,939,000 | -0.1% | 96,465 | -0.8% | 0.01% | 0.0% |
| Q1 2015 | $2,941,000 | +4.7% | 97,290 | +0.1% | 0.01% | +12.5% |
| Q4 2014 | $2,810,000 | -5.5% | 97,190 | +1.4% | 0.01% | -11.1% |
| Q3 2014 | $2,974,000 | -44.8% | 95,850 | -41.3% | 0.01% | +12.5% |
| Q2 2014 | $5,384,000 | +130.5% | 163,200 | +120.0% | 0.01% | +14.3% |
| Q1 2014 | $2,336,000 | +13.6% | 74,190 | +13.8% | 0.01% | +16.7% |
| Q4 2013 | $2,056,000 | +6.6% | 65,215 | +2.7% | 0.01% | 0.0% |
| Q3 2013 | $1,929,000 | +25.3% | 63,490 | +12.3% | 0.01% | +20.0% |
| Q2 2013 | $1,540,000 | – | 56,550 | – | 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% |