SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 670 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $132,549 | +119.7% | 3,450 | +123.2% | 0.01% | +116.7% |
| Q1 2024 | $60,325 | +13.9% | 1,546 | +7.9% | 0.01% | 0.0% |
| Q4 2023 | $52,964 | +57.4% | 1,433 | +44.6% | 0.01% | +50.0% |
| Q3 2023 | $33,654 | +1.2% | 991 | +6.2% | 0.00% | 0.0% |
| Q2 2023 | $33,261 | +2.4% | 933 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,468 | +5.3% | 933 | -2.5% | 0.00% | 0.0% |
| Q4 2022 | $30,825 | +2.8% | 957 | -11.5% | 0.00% | -20.0% |
| Q3 2022 | $30,000 | -50.0% | 1,081 | -43.6% | 0.01% | -50.0% |
| Q2 2022 | $60,000 | +33.3% | 1,915 | +54.6% | 0.01% | +25.0% |
| Q1 2022 | $45,000 | -6.2% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | -5.9% | 1,239 | -5.1% | 0.01% | -27.3% |
| Q3 2021 | $51,000 | +4.1% | 1,306 | +5.4% | 0.01% | -8.3% |
| Q2 2021 | $49,000 | +4.3% | 1,239 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $47,000 | -7.8% | 1,239 | -12.1% | 0.01% | -18.8% |
| Q4 2020 | $51,000 | +15.9% | 1,409 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $44,000 | +780.0% | 1,409 | +728.8% | 0.02% | +650.0% |
| Q2 2020 | $5,000 | +25.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -98.4% | 170 | -97.8% | 0.00% | -97.8% |
| Q4 2019 | $257,000 | +7.5% | 7,637 | +1.9% | 0.09% | +27.1% |
| Q3 2019 | $239,000 | +177.9% | 7,493 | +178.9% | 0.07% | +169.2% |
| Q2 2019 | $86,000 | +16.2% | 2,687 | +13.2% | 0.03% | +13.0% |
| Q1 2019 | $74,000 | +42.3% | 2,374 | +28.3% | 0.02% | +27.8% |
| Q4 2018 | $52,000 | -57.7% | 1,850 | -49.7% | 0.02% | -55.0% |
| Q3 2018 | $123,000 | +6.0% | 3,679 | +5.2% | 0.04% | -32.2% |
| Q2 2018 | $116,000 | +96.6% | 3,498 | +98.3% | 0.06% | +84.4% |
| Q1 2018 | $59,000 | -16.9% | 1,764 | -14.8% | 0.03% | -17.9% |
| Q4 2017 | $71,000 | +61.4% | 2,070 | +58.5% | 0.04% | +50.0% |
| Q3 2017 | $44,000 | -54.2% | 1,306 | -63.1% | 0.03% | -62.9% |
| Q2 2016 | $96,000 | – | 3,541 | – | 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% |