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 2023 | $2,816 | -4.7% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,956 | +3.6% | 83 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $2,853 | +8.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,641 | +32.0% | 82 | +2.5% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 80 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 78 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | -81.2% | 77 | -82.1% | 0.00% | -85.7% |
| Q4 2020 | $16,000 | +23.1% | 431 | +1.4% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | -92.3% | 425 | -91.5% | 0.01% | -91.5% |
| Q4 2019 | $168,000 | +5.7% | 5,000 | 0.0% | 0.08% | +3.8% |
| Q3 2019 | $159,000 | -0.6% | 5,000 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $160,000 | +1.9% | 5,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $157,000 | -96.6% | 5,000 | -96.9% | 0.08% | -96.9% |
| Q4 2018 | $4,588,000 | +5055.1% | 161,825 | +4803.8% | 2.62% | +4340.7% |
| Q2 2016 | $89,000 | 0.0% | 3,300 | 0.0% | 0.06% | -3.3% |
| Q1 2016 | $89,000 | -66.3% | 3,300 | -65.6% | 0.06% | -35.8% |
| Q4 2015 | $264,000 | +915.4% | 9,600 | +984.7% | 0.10% | +427.8% |
| Q4 2014 | $26,000 | – | 885 | – | 0.02% | – |
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% |