SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $70,000 | +1.4% | 1,803 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $69,000 | -2.8% | 1,803 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $71,000 | +6.0% | 1,803 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | +4.7% | 1,803 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $64,000 | -50.8% | 1,803 | -56.6% | 0.00% | -60.0% |
| Q3 2020 | $130,000 | +12900.0% | 4,158 | +6716.4% | 0.01% | – |
| Q2 2020 | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -91.7% | 61 | -83.8% | 0.00% | -100.0% |
| Q4 2019 | $12,000 | -52.0% | 377 | -53.2% | 0.00% | -50.0% |
| Q3 2019 | $25,000 | -13.8% | 805 | -13.7% | 0.00% | -33.3% |
| Q2 2019 | $29,000 | +7.4% | 933 | +7.4% | 0.00% | 0.0% |
| Q1 2019 | $27,000 | +35.0% | 869 | +23.8% | 0.00% | +50.0% |
| Q4 2018 | $20,000 | +1900.0% | 702 | +1612.2% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 41 | +115.8% | 0.00% | – |
| Q3 2017 | $0 | – | 19 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 19 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 19 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 19 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 19 | -95.0% | 0.00% | -100.0% |
| Q2 2016 | $10,000 | – | 383 | +7560.0% | 0.00% | – |
| Q3 2015 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2014 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2013 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 5 | – | 0.00% | – |
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% |