SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $220,799 | -1.5% | 5,747 | 0.0% | 0.01% | -11.1% |
| Q1 2024 | $224,248 | +0.6% | 5,747 | -4.7% | 0.01% | -10.0% |
| Q4 2023 | $222,869 | +8.2% | 6,030 | -0.6% | 0.01% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |