SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 670 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $273,000 | -12.5% | 7,527 | -6.3% | 0.03% | -8.1% |
| Q4 2021 | $312,000 | +3.3% | 8,036 | +2.8% | 0.04% | -5.1% |
| Q3 2021 | $302,000 | -1.6% | 7,814 | +0.4% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | +3.0% | 7,785 | -1.6% | 0.04% | -4.9% |
| Q1 2021 | $298,000 | +16.0% | 7,914 | +10.7% | 0.04% | +10.8% |
| Q4 2020 | $257,000 | +58.6% | 7,146 | +38.5% | 0.04% | +54.2% |
| Q3 2020 | $162,000 | – | 5,161 | +39600.0% | 0.02% | – |
| Q2 2020 | $0 | -100.0% | 13 | -99.6% | 0.00% | -100.0% |
| Q1 2020 | $89,000 | -29.9% | 3,425 | -9.6% | 0.02% | -15.0% |
| Q4 2019 | $127,000 | – | 3,789 | +42000.0% | 0.02% | – |
| Q3 2019 | $0 | – | 9 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |