SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $202,000 | -2.4% | 5,109 | -7.3% | 0.02% | -5.9% |
| Q1 2021 | $207,000 | +2.5% | 5,509 | -1.9% | 0.02% | -5.6% |
| Q4 2020 | $202,000 | -91.7% | 5,616 | -92.3% | 0.02% | -93.6% |
| Q4 2019 | $2,446,000 | +1.1% | 72,730 | -4.2% | 0.28% | -9.1% |
| Q3 2019 | $2,420,000 | +4.4% | 75,947 | +5.1% | 0.31% | +1.0% |
| Q2 2019 | $2,319,000 | +8.8% | 72,273 | +6.2% | 0.31% | +3.7% |
| Q1 2019 | $2,132,000 | +48.7% | 68,082 | +34.6% | 0.30% | +31.7% |
| Q4 2018 | $1,434,000 | -9.4% | 50,580 | +7.1% | 0.22% | -5.1% |
| Q3 2018 | $1,583,000 | +2.7% | 47,213 | +1.2% | 0.24% | -0.8% |
| Q2 2018 | $1,541,000 | -7.4% | 46,634 | -4.5% | 0.24% | -9.5% |
| Q4 2017 | $1,665,000 | -17.8% | 48,856 | -19.3% | 0.26% | -21.5% |
| Q3 2017 | $2,026,000 | +7.1% | 60,525 | +1.7% | 0.34% | +1.2% |
| Q2 2017 | $1,891,000 | +10.8% | 59,515 | +4.2% | 0.33% | +6.8% |
| Q1 2017 | $1,706,000 | +28.5% | 57,117 | +19.0% | 0.31% | +21.6% |
| Q4 2016 | $1,328,000 | +153.9% | 47,993 | +164.1% | 0.26% | +145.2% |
| Q3 2016 | $523,000 | – | 18,174 | – | 0.10% | – |
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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% |