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 2023 | $1,055 | +3.9% | 31,068 | +9.1% | 0.00% | 0.0% |
| Q2 2023 | $1,015 | +3.5% | 28,473 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $981 | +7.1% | 28,192 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $916 | -99.9% | 28,423 | +22.5% | 0.00% | +33.3% |
| Q3 2022 | $652,000 | -22.7% | 23,194 | -12.6% | 0.00% | -25.0% |
| Q2 2022 | $844,000 | -27.6% | 26,545 | -16.3% | 0.00% | -20.0% |
| Q1 2022 | $1,165,000 | -1.7% | 31,732 | +4.1% | 0.01% | 0.0% |
| Q4 2021 | $1,185,000 | -0.5% | 30,496 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $1,191,000 | -1.2% | 30,775 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $1,206,000 | +9.2% | 30,561 | +4.1% | 0.01% | 0.0% |
| Q1 2021 | $1,104,000 | +6.3% | 29,346 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $1,039,000 | +9.6% | 28,852 | -4.4% | 0.01% | 0.0% |
| Q3 2020 | $948,000 | +15.8% | 30,183 | +9.7% | 0.01% | 0.0% |
| Q2 2020 | $819,000 | -13.9% | 27,523 | -25.2% | 0.01% | -37.5% |
| Q1 2020 | $951,000 | +68.6% | 36,804 | +119.5% | 0.01% | +100.0% |
| Q4 2019 | $564,000 | +15.8% | 16,771 | +9.8% | 0.00% | 0.0% |
| Q3 2019 | $487,000 | – | 15,273 | – | 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% |