SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,011 | -69.9% | 373,873 | -72.1% | 0.53% | -75.8% |
| Q4 2022 | $43,218 | -100.0% | 1,341,766 | -41.2% | 2.17% | -8.5% |
| Q4 2021 | $88,628,000 | +3348.6% | 2,280,122 | +2686.2% | 2.38% | +1144.5% |
| Q3 2020 | $2,570,000 | -94.7% | 81,837 | -95.0% | 0.19% | -95.1% |
| Q2 2020 | $48,951,000 | +1649.5% | 1,645,403 | +1773.7% | 3.87% | +1875.5% |
| Q3 2019 | $2,798,000 | -24.8% | 87,818 | -24.3% | 0.20% | -20.0% |
| Q2 2019 | $3,722,000 | +139.7% | 115,989 | +133.9% | 0.24% | +175.3% |
| Q1 2019 | $1,553,000 | -76.4% | 49,590 | -74.8% | 0.09% | -88.4% |
| Q3 2018 | $6,594,000 | -78.4% | 196,663 | -78.7% | 0.77% | -74.0% |
| Q2 2018 | $30,556,000 | +682.9% | 924,532 | +698.5% | 2.96% | +880.1% |
| Q1 2018 | $3,903,000 | -93.1% | 115,783 | -93.1% | 0.30% | -94.2% |
| Q4 2017 | $56,947,000 | +33.3% | 1,671,472 | +30.9% | 5.17% | +12.3% |
| Q3 2017 | $42,733,000 | +130.6% | 1,276,757 | +105.8% | 4.60% | +199.5% |
| Q1 2017 | $18,532,000 | +59.6% | 620,412 | +53.8% | 1.54% | +42.4% |
| Q3 2016 | $11,614,000 | +143.4% | 403,410 | +129.2% | 1.08% | +158.8% |
| Q2 2016 | $4,771,000 | +223.9% | 175,972 | +224.0% | 0.42% | +179.9% |
| Q1 2016 | $1,473,000 | +319.7% | 54,318 | +371.1% | 0.15% | +122.4% |
| Q2 2015 | $351,000 | -84.3% | 11,530 | -84.4% | 0.07% | -85.7% |
| Q1 2015 | $2,241,000 | +598.1% | 74,138 | +615.6% | 0.47% | +1070.0% |
| Q3 2014 | $321,000 | -96.9% | 10,360 | -96.6% | 0.04% | -97.9% |
| Q2 2014 | $10,194,000 | +607.4% | 309,113 | +484.3% | 1.88% | +331.2% |
| Q2 2013 | $1,441,000 | – | 52,899 | – | 0.44% | – |
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% |