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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,249,000 | +20.9% | 75,601 | +5.0% | 1.05% | +24.7% |
| Q1 2020 | $1,860,000 | -25.1% | 71,981 | -2.5% | 0.84% | +22.8% |
| Q4 2019 | $2,484,000 | +14.7% | 73,862 | +8.7% | 0.69% | +72.0% |
| Q3 2019 | $2,165,000 | +6.3% | 67,960 | +7.1% | 0.40% | +10.8% |
| Q2 2019 | $2,036,000 | +3.6% | 63,434 | +1.0% | 0.36% | +5.9% |
| Q1 2019 | $1,966,000 | +29.1% | 62,797 | +16.9% | 0.34% | +9.6% |
| Q4 2018 | $1,523,000 | -18.8% | 53,722 | -3.9% | 0.31% | -23.6% |
| Q3 2018 | $1,875,000 | -3.7% | 55,909 | -5.1% | 0.41% | -7.9% |
| Q2 2018 | $1,947,000 | – | 58,906 | – | 0.44% | – |
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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% |