SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,503,000 | +4.4% | 39,959 | 0.0% | 0.12% | +3.4% |
| Q4 2020 | $1,439,000 | +14.7% | 39,959 | 0.0% | 0.12% | +10.2% |
| Q3 2020 | $1,255,000 | +5.6% | 39,959 | 0.0% | 0.11% | -28.0% |
| Q2 2020 | $1,189,000 | -40.6% | 39,959 | -36.3% | 0.15% | -50.8% |
| Q3 2019 | $2,000,000 | -0.7% | 62,768 | 0.0% | 0.30% | -5.3% |
| Q2 2019 | $2,014,000 | +2.1% | 62,768 | -0.4% | 0.32% | +25.8% |
| Q1 2019 | $1,973,000 | +44.4% | 63,011 | +30.8% | 0.26% | +42.2% |
| Q4 2018 | $1,366,000 | -31.7% | 48,167 | -19.2% | 0.18% | -37.7% |
| Q3 2018 | $2,000,000 | +1.5% | 59,641 | 0.0% | 0.29% | -12.7% |
| Q2 2018 | $1,971,000 | -1.9% | 59,641 | 0.0% | 0.33% | -7.8% |
| Q1 2018 | $2,010,000 | -10.0% | 59,641 | -9.0% | 0.36% | -14.3% |
| Q4 2017 | $2,234,000 | – | 65,571 | – | 0.42% | – |
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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% |