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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $519,000 | -18.4% | 13,418 | -16.8% | 0.20% | -20.1% |
| Q2 2021 | $636,000 | +53.6% | 16,126 | +46.7% | 0.25% | +46.0% |
| Q1 2021 | $414,000 | -0.5% | 10,994 | -4.8% | 0.17% | -2.8% |
| Q4 2020 | $416,000 | -25.0% | 11,552 | -34.6% | 0.18% | -34.4% |
| Q3 2020 | $555,000 | -16.5% | 17,676 | -20.9% | 0.27% | -25.6% |
| Q2 2020 | $665,000 | +27.4% | 22,349 | +10.7% | 0.37% | +2.5% |
| Q1 2020 | $522,000 | -64.6% | 20,185 | -54.0% | 0.36% | -55.5% |
| Q4 2019 | $1,475,000 | +4.1% | 43,870 | -1.4% | 0.80% | -9.2% |
| Q3 2019 | $1,417,000 | +0.4% | 44,485 | +1.2% | 0.88% | +5.2% |
| Q2 2019 | $1,411,000 | -4.3% | 43,963 | -6.6% | 0.84% | -4.3% |
| Q1 2019 | $1,474,000 | +17.9% | 47,076 | +6.8% | 0.88% | +2.2% |
| Q4 2018 | $1,250,000 | +431.9% | 44,078 | +528.2% | 0.86% | +489.0% |
| Q3 2018 | $235,000 | – | 7,016 | – | 0.15% | – |
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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% |