SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |