SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,119 | -24.5% | 7,424 | -20.8% | 0.01% | -30.0% |
| Q2 2023 | $333,952 | -13.1% | 9,368 | -15.2% | 0.01% | -23.1% |
| Q1 2023 | $384,414 | +9.8% | 11,046 | +1.7% | 0.01% | +8.3% |
| Q4 2022 | $349,974 | -5.2% | 10,865 | -17.1% | 0.01% | -7.7% |
| Q3 2022 | $369,000 | -19.6% | 13,108 | -10.3% | 0.01% | -13.3% |
| Q2 2022 | $459,000 | -18.8% | 14,608 | -5.0% | 0.02% | -6.2% |
| Q1 2022 | $565,000 | -3.6% | 15,374 | +2.0% | 0.02% | +6.7% |
| Q4 2021 | $586,000 | +0.7% | 15,074 | +0.3% | 0.02% | -6.2% |
| Q3 2021 | $582,000 | +3.4% | 15,029 | +5.3% | 0.02% | 0.0% |
| Q2 2021 | $563,000 | +3.7% | 14,279 | -1.0% | 0.02% | -5.9% |
| Q1 2021 | $543,000 | +5.4% | 14,427 | +0.9% | 0.02% | 0.0% |
| Q4 2020 | $515,000 | -30.7% | 14,292 | -39.6% | 0.02% | -39.3% |
| Q3 2020 | $743,000 | +0.5% | 23,651 | -4.8% | 0.03% | -6.7% |
| Q2 2020 | $739,000 | -14.9% | 24,849 | -26.0% | 0.03% | -30.2% |
| Q1 2020 | $868,000 | -26.9% | 33,587 | -4.9% | 0.04% | -8.5% |
| Q4 2019 | $1,188,000 | +8.7% | 35,335 | +3.0% | 0.05% | -2.1% |
| Q3 2019 | $1,093,000 | +2.1% | 34,295 | +2.9% | 0.05% | 0.0% |
| Q2 2019 | $1,070,000 | -6.1% | 33,332 | -8.4% | 0.05% | -41.5% |
| Q1 2019 | $1,139,000 | -12.5% | 36,387 | -20.7% | 0.08% | -21.2% |
| Q4 2018 | $1,301,000 | -43.1% | 45,887 | -32.7% | 0.10% | -35.4% |
| Q3 2018 | $2,287,000 | +3.1% | 68,222 | +0.7% | 0.16% | 0.0% |
| Q2 2018 | $2,219,000 | +9.6% | 67,722 | +12.7% | 0.16% | +1.3% |
| Q1 2018 | $2,025,000 | +51.2% | 60,072 | +52.9% | 0.16% | +48.6% |
| Q4 2017 | $1,339,000 | +10.1% | 39,296 | +8.1% | 0.11% | +2.9% |
| Q3 2017 | $1,216,000 | +11.9% | 36,345 | +9.0% | 0.10% | +11.8% |
| Q2 2017 | $1,087,000 | +78.2% | 33,357 | +68.6% | 0.09% | +72.2% |
| Q1 2017 | $610,000 | +63.5% | 19,780 | +46.8% | 0.05% | +50.0% |
| Q4 2016 | $373,000 | – | 13,475 | – | 0.04% | – |
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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% |