SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $266,000 | -1.5% | 6,850 | 0.0% | 0.05% | +15.0% |
| Q2 2021 | $270,000 | +18.9% | 6,850 | -3.7% | 0.04% | -25.9% |
| Q3 2019 | $227,000 | -12.0% | 7,110 | -11.8% | 0.05% | -11.5% |
| Q2 2019 | $258,000 | +2.4% | 8,060 | 0.0% | 0.06% | +1.7% |
| Q1 2019 | $252,000 | -8.4% | 8,060 | -17.0% | 0.06% | -18.9% |
| Q4 2018 | $275,000 | -16.4% | 9,710 | -1.0% | 0.07% | 0.0% |
| Q3 2018 | $329,000 | +1.5% | 9,810 | 0.0% | 0.07% | -2.6% |
| Q2 2018 | $324,000 | +4.5% | 9,810 | +6.6% | 0.08% | +10.1% |
| Q1 2018 | $310,000 | -4.3% | 9,200 | -3.2% | 0.07% | -4.2% |
| Q4 2017 | $324,000 | 0.0% | 9,500 | -1.9% | 0.07% | -1.4% |
| Q3 2017 | $324,000 | +13.3% | 9,680 | +7.5% | 0.07% | +10.6% |
| Q2 2017 | $286,000 | – | 9,005 | – | 0.07% | – |
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% |