SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406,406 | +72.7% | 70,860 | +81.3% | 0.00% | 0.0% |
| Q2 2023 | $1,393,523 | +295764.8% | 39,089 | +188.9% | 0.00% | – |
| Q1 2023 | $471 | +16.3% | 13,530 | +7.6% | 0.00% | – |
| Q4 2022 | $405 | -100.0% | 12,571 | -95.4% | 0.00% | -100.0% |
| Q3 2022 | $7,617,000 | +817.7% | 270,786 | +1098.0% | 0.01% | – |
| Q1 2022 | $830,000 | +213.2% | 22,604 | +206.9% | 0.00% | – |
| Q4 2020 | $265,000 | -75.8% | 7,365 | -78.8% | 0.00% | -100.0% |
| Q3 2020 | $1,093,000 | -24.1% | 34,796 | -28.2% | 0.00% | -50.0% |
| Q2 2020 | $1,441,000 | +232.0% | 48,451 | +275.5% | 0.00% | +100.0% |
| Q4 2019 | $434,000 | +32.3% | 12,902 | +25.1% | 0.00% | 0.0% |
| Q3 2019 | $328,000 | -47.9% | 10,316 | -47.3% | 0.00% | 0.0% |
| Q2 2019 | $629,000 | +13.3% | 19,588 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $555,000 | +138.2% | 19,562 | +181.1% | 0.00% | – |
| Q3 2017 | $233,000 | -57.2% | 6,959 | -61.8% | 0.00% | -100.0% |
| Q1 2017 | $545,000 | +101.1% | 18,237 | +86.4% | 0.00% | 0.0% |
| Q4 2016 | $271,000 | – | 9,786 | – | 0.00% | – |
Download | ||||||
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% |