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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $31,591,000 | +7.1% | 1,008,988 | -3.0% | 2.98% | -3.3% |
| Q4 2018 | $29,501,000 | -17.8% | 1,040,599 | -2.8% | 3.08% | -7.4% |
| Q3 2018 | $35,893,000 | +2.3% | 1,070,474 | +0.8% | 3.33% | -2.4% |
| Q2 2018 | $35,098,000 | -3.4% | 1,061,979 | -1.5% | 3.41% | -6.3% |
| Q1 2018 | $36,327,000 | -2.7% | 1,077,632 | -1.6% | 3.64% | -3.6% |
| Q4 2017 | $37,318,000 | +0.9% | 1,095,337 | -0.9% | 3.78% | -3.2% |
| Q3 2017 | $36,976,000 | +4.7% | 1,104,758 | -0.6% | 3.90% | +0.8% |
| Q2 2017 | $35,314,000 | +4.6% | 1,111,201 | -1.7% | 3.87% | +2.1% |
| Q1 2017 | $33,760,000 | +4.9% | 1,130,215 | -2.8% | 3.79% | -1.4% |
| Q4 2016 | $32,182,000 | +3637.7% | 1,162,641 | +3788.4% | 3.84% | +3524.5% |
| Q3 2016 | $861,000 | +63.4% | 29,900 | +53.7% | 0.11% | +55.9% |
| Q2 2016 | $527,000 | +27.6% | 19,450 | +27.8% | 0.07% | +21.4% |
| Q1 2016 | $413,000 | -85.4% | 15,220 | -85.2% | 0.06% | -85.6% |
| Q4 2015 | $2,835,000 | +714.7% | 102,880 | +710.1% | 0.39% | +664.7% |
| Q3 2015 | $348,000 | +0.3% | 12,700 | +11.5% | 0.05% | +6.2% |
| Q2 2015 | $347,000 | +7.4% | 11,390 | +6.7% | 0.05% | +9.1% |
| Q1 2015 | $323,000 | +59.9% | 10,670 | +52.4% | 0.04% | +51.7% |
| Q4 2014 | $202,000 | -4.3% | 7,000 | +3.1% | 0.03% | -6.5% |
| Q3 2014 | $211,000 | +1.0% | 6,790 | +7.2% | 0.03% | 0.0% |
| Q2 2014 | $209,000 | +25.9% | 6,335 | +20.0% | 0.03% | +24.0% |
| Q1 2014 | $166,000 | +564.0% | 5,279 | +576.8% | 0.02% | +525.0% |
| Q4 2013 | $25,000 | – | 780 | – | 0.00% | – |
Download | ||||||
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% |