SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,276,717 | +106738.2% | 33,231 | +8.8% | 0.09% | 0.0% |
| Q1 2024 | $1,195 | +4.5% | 30,545 | -0.9% | 0.09% | -4.3% |
| Q4 2023 | $1,143 | +6.7% | 30,813 | -1.7% | 0.09% | +2.2% |
| Q3 2023 | $1,071 | -4.0% | 31,332 | +0.2% | 0.09% | -4.2% |
| Q2 2023 | $1,116 | +4.0% | 31,278 | +1.6% | 0.10% | -4.0% |
| Q1 2023 | $1,073 | +16.9% | 30,785 | +8.2% | 0.10% | +6.5% |
| Q4 2022 | $918 | -99.9% | 28,447 | +0.9% | 0.09% | +6.9% |
| Q3 2022 | $794,000 | -32.0% | 28,188 | -11.2% | 0.09% | -33.1% |
| Q1 2022 | $1,168,000 | -1.4% | 31,747 | +4.1% | 0.13% | -9.1% |
| Q4 2021 | $1,185,000 | +1.1% | 30,484 | +0.9% | 0.14% | -7.1% |
| Q3 2021 | $1,172,000 | +2.7% | 30,224 | +4.2% | 0.15% | -9.4% |
| Q2 2021 | $1,141,000 | +3.2% | 29,002 | -1.2% | 0.17% | -32.0% |
| Q1 2021 | $1,106,000 | -4.9% | 29,369 | -9.2% | 0.25% | +7.8% |
| Q4 2020 | $1,163,000 | +21.0% | 32,357 | +5.3% | 0.23% | +9.4% |
| Q3 2020 | $961,000 | +11.1% | 30,728 | +5.6% | 0.21% | -10.2% |
| Q2 2020 | $865,000 | +6.1% | 29,110 | -8.0% | 0.24% | -2.5% |
| Q1 2020 | $815,000 | -35.5% | 31,641 | -15.6% | 0.24% | -32.2% |
| Q4 2019 | $1,263,000 | +6.0% | 37,473 | +0.4% | 0.36% | -9.8% |
| Q3 2019 | $1,192,000 | -2.2% | 37,336 | -1.7% | 0.40% | +0.8% |
| Q2 2019 | $1,219,000 | +7.3% | 37,996 | +4.7% | 0.39% | -0.5% |
| Q1 2019 | $1,136,000 | +8.7% | 36,299 | -1.3% | 0.40% | -7.9% |
| Q4 2018 | $1,045,000 | -48.5% | 36,794 | -39.1% | 0.43% | -43.8% |
| Q3 2018 | $2,030,000 | +35.7% | 60,378 | +33.3% | 0.76% | +49.3% |
| Q2 2018 | $1,496,000 | +239.2% | 45,302 | +247.5% | 0.51% | +133.3% |
| Q1 2018 | $441,000 | +59.8% | 13,035 | +61.6% | 0.22% | +97.3% |
| Q4 2017 | $276,000 | +21.1% | 8,064 | +17.4% | 0.11% | +0.9% |
| Q3 2017 | $228,000 | +1.8% | 6,866 | -2.5% | 0.11% | -2.7% |
| Q2 2017 | $224,000 | -26.8% | 7,045 | -31.1% | 0.11% | -31.5% |
| Q1 2017 | $306,000 | +27.0% | 10,222 | +17.7% | 0.16% | +17.9% |
| Q4 2016 | $241,000 | +12.1% | 8,683 | +15.6% | 0.14% | +2.9% |
| Q3 2016 | $215,000 | +17.5% | 7,513 | +11.2% | 0.14% | +7.1% |
| Q2 2016 | $183,000 | +67.9% | 6,759 | +68.7% | 0.13% | +58.8% |
| Q1 2016 | $109,000 | -79.4% | 4,007 | -79.1% | 0.08% | -76.9% |
| Q4 2015 | $528,000 | – | 19,158 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |