SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,035 | -8.0% | 6,067 | -3.4% | 0.01% | 0.0% |
| Q2 2023 | $223,918 | -14.8% | 6,281 | -16.8% | 0.01% | -16.7% |
| Q1 2023 | $262,705 | +15.1% | 7,549 | +6.6% | 0.01% | +9.1% |
| Q4 2022 | $228,143 | -34.8% | 7,083 | -43.0% | 0.01% | -35.3% |
| Q3 2022 | $350,000 | -75.6% | 12,431 | -72.8% | 0.02% | -73.0% |
| Q2 2022 | $1,437,000 | +346.3% | 45,689 | +420.6% | 0.06% | +425.0% |
| Q1 2022 | $322,000 | -6.9% | 8,777 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $346,000 | +11.6% | 8,901 | +11.2% | 0.01% | 0.0% |
| Q3 2021 | $310,000 | +25.5% | 8,006 | +28.0% | 0.01% | +20.0% |
| Q2 2021 | $247,000 | -8.2% | 6,253 | -39.9% | 0.01% | -37.5% |
| Q1 2020 | $269,000 | -48.2% | 10,404 | -32.5% | 0.02% | -38.5% |
| Q4 2019 | $519,000 | +31.7% | 15,420 | +24.8% | 0.03% | +23.8% |
| Q3 2019 | $394,000 | +27.1% | 12,359 | +28.0% | 0.02% | +23.5% |
| Q2 2019 | $310,000 | +3.3% | 9,657 | +0.7% | 0.02% | -5.6% |
| Q1 2019 | $300,000 | -88.6% | 9,587 | -89.7% | 0.02% | -89.2% |
| Q4 2018 | $2,635,000 | +610.2% | 92,945 | +593.8% | 0.17% | +591.7% |
| Q4 2016 | $371,000 | -83.6% | 13,397 | -82.9% | 0.02% | -88.0% |
| Q4 2014 | $2,265,000 | – | 78,355 | – | 0.20% | – |
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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% |