SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,056 | +2.8% | 23,529 | +7.9% | 0.03% | +7.1% |
| Q2 2023 | $777,577 | -32.5% | 21,811 | -34.2% | 0.03% | -26.3% |
| Q1 2023 | $1,152,746 | +22.1% | 33,124 | +13.0% | 0.04% | +11.8% |
| Q4 2022 | $944,309 | +28.5% | 29,317 | +12.2% | 0.03% | +21.4% |
| Q3 2022 | $735,000 | -3.7% | 26,126 | +7.6% | 0.03% | +3.7% |
| Q2 2022 | $763,000 | -25.8% | 24,271 | -13.3% | 0.03% | -12.9% |
| Q1 2022 | $1,028,000 | -6.8% | 27,992 | -1.4% | 0.03% | 0.0% |
| Q4 2021 | $1,103,000 | +11.9% | 28,378 | +11.4% | 0.03% | +3.3% |
| Q3 2021 | $986,000 | -1.4% | 25,469 | +0.5% | 0.03% | 0.0% |
| Q2 2021 | $1,000,000 | +20.9% | 25,337 | +15.3% | 0.03% | +15.4% |
| Q1 2021 | $827,000 | +4.6% | 21,976 | +0.1% | 0.03% | -3.7% |
| Q4 2020 | $791,000 | +12.8% | 21,953 | -1.6% | 0.03% | -3.6% |
| Q3 2020 | $701,000 | -5.7% | 22,317 | -10.6% | 0.03% | -15.2% |
| Q2 2020 | $743,000 | +13.8% | 24,967 | -1.3% | 0.03% | -15.4% |
| Q1 2020 | $653,000 | -13.4% | 25,288 | +12.8% | 0.04% | +21.9% |
| Q4 2019 | $754,000 | +1.3% | 22,428 | -4.0% | 0.03% | -11.1% |
| Q3 2019 | $744,000 | -2.6% | 23,361 | -1.9% | 0.04% | -7.7% |
| Q2 2019 | $764,000 | +9.8% | 23,823 | +7.2% | 0.04% | -2.5% |
| Q1 2019 | $696,000 | -2.2% | 22,231 | -11.5% | 0.04% | -23.1% |
| Q4 2018 | $712,000 | -5.8% | 25,110 | +11.4% | 0.05% | +18.2% |
| Q3 2018 | $756,000 | +6.2% | 22,543 | +4.6% | 0.04% | -8.3% |
| Q2 2018 | $712,000 | +11.6% | 21,544 | +13.8% | 0.05% | +2.1% |
| Q1 2018 | $638,000 | +70.1% | 18,931 | +72.1% | 0.05% | +62.1% |
| Q4 2017 | $375,000 | – | 11,003 | – | 0.03% | – |
Download | ||||||
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% |