SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $276,000 | +15.5% | 9,282 | +0.4% | 0.05% | -1.9% |
| Q1 2020 | $239,000 | -31.1% | 9,249 | -10.3% | 0.05% | -14.8% |
| Q4 2019 | $347,000 | -55.3% | 10,312 | -57.6% | 0.06% | -59.1% |
| Q3 2019 | $776,000 | +257.6% | 24,345 | +259.6% | 0.15% | +238.6% |
| Q2 2019 | $217,000 | +2.4% | 6,770 | +7.2% | 0.04% | -6.4% |
| Q3 2018 | $212,000 | +1.4% | 6,314 | 0.0% | 0.05% | -4.1% |
| Q2 2018 | $209,000 | -0.5% | 6,314 | +1.4% | 0.05% | -5.8% |
| Q1 2018 | $210,000 | +1.0% | 6,224 | +2.1% | 0.05% | 0.0% |
| Q4 2017 | $208,000 | – | 6,097 | – | 0.05% | – |
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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% |