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 2019 | $34,911,000 | +11.1% | 1,115,025 | +0.6% | 12.26% | -6.7% |
| Q4 2018 | $31,415,000 | -14.7% | 1,108,104 | +0.8% | 13.14% | -2.7% |
| Q3 2018 | $36,842,000 | -0.3% | 1,098,791 | -1.7% | 13.51% | -3.9% |
| Q2 2018 | $36,954,000 | -0.9% | 1,118,129 | +1.1% | 14.06% | -0.5% |
| Q1 2018 | $37,298,000 | +18.2% | 1,106,430 | +25.3% | 14.13% | +20.3% |
| Q4 2017 | $31,549,000 | +10.4% | 883,233 | +5.3% | 11.75% | +39.9% |
| Q3 2017 | $28,572,000 | +106.9% | 838,393 | +72.2% | 8.40% | +121.8% |
| Q2 2017 | $13,811,000 | -44.0% | 486,989 | -41.1% | 3.79% | -50.4% |
| Q1 2017 | $24,679,000 | +39.4% | 826,208 | +29.2% | 7.64% | +53.2% |
| Q4 2016 | $17,705,000 | -12.3% | 639,624 | -8.8% | 4.98% | -13.1% |
| Q3 2016 | $20,193,000 | +24.6% | 701,393 | +17.4% | 5.74% | +15.5% |
| Q2 2016 | $16,201,000 | +23.2% | 597,603 | +23.2% | 4.96% | +34.5% |
| Q1 2016 | $13,152,000 | +241.2% | 485,152 | +246.8% | 3.69% | +231.4% |
| Q4 2015 | $3,855,000 | – | 139,892 | +6994500.0% | 1.11% | – |
| Q3 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 2 | – | 0.00% | – |
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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% |