SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $7,598,000 | -23.9% | 294,029 | -1.0% | 4.26% | -8.7% |
| Q4 2019 | $9,984,000 | +5.7% | 296,871 | +0.2% | 4.66% | -7.5% |
| Q3 2019 | $9,443,000 | +3.8% | 296,383 | +4.6% | 5.04% | +3.7% |
| Q2 2019 | $9,097,000 | +1.7% | 283,482 | -0.8% | 4.86% | -2.3% |
| Q1 2019 | $8,949,000 | +14.8% | 285,824 | +4.0% | 4.98% | +1.2% |
| Q4 2018 | $7,795,000 | -15.1% | 274,943 | +0.4% | 4.91% | -6.6% |
| Q3 2018 | $9,185,000 | +1.6% | 273,941 | +0.2% | 5.26% | -3.9% |
| Q2 2018 | $9,036,000 | +6.1% | 273,398 | +8.2% | 5.48% | +3.0% |
| Q1 2018 | $8,515,000 | +0.6% | 252,609 | +1.7% | 5.32% | +3.6% |
| Q4 2017 | $8,465,000 | +2.2% | 248,460 | +0.4% | 5.13% | -6.8% |
| Q3 2017 | $8,280,000 | +8.1% | 247,386 | +2.7% | 5.50% | +1.0% |
| Q2 2017 | $7,657,000 | +6.6% | 240,946 | +0.2% | 5.45% | +2.8% |
| Q1 2017 | $7,181,000 | +11.5% | 240,403 | +3.3% | 5.30% | +2.3% |
| Q4 2016 | $6,440,000 | -8.1% | 232,650 | -4.4% | 5.18% | -7.5% |
| Q3 2016 | $7,004,000 | +1.7% | 243,283 | -4.2% | 5.60% | -1.8% |
| Q2 2016 | $6,886,000 | -0.4% | 253,999 | -0.4% | 5.70% | -0.5% |
| Q1 2016 | $6,915,000 | +3.1% | 255,084 | +4.8% | 5.73% | -0.5% |
| Q4 2015 | $6,709,000 | +40.1% | 243,423 | +39.1% | 5.76% | +27.2% |
| Q3 2015 | $4,788,000 | -99.9% | 174,937 | +2.0% | 4.52% | +2.4% |
| Q2 2015 | $5,227,403,000 | +14.2% | 171,559 | +13.3% | 4.42% | +10.5% |
| Q1 2015 | $4,577,759,000 | +121908.5% | 151,431 | +16.7% | 4.00% | +23.7% |
| Q4 2014 | $3,752,000 | -99.9% | 129,777 | +2.1% | 3.23% | -3.2% |
| Q3 2014 | $3,943,169,000 | +103232.5% | 127,117 | +9.9% | 3.34% | +7.0% |
| Q2 2014 | $3,816,000 | +4.1% | 115,692 | -0.5% | 3.12% | +0.3% |
| Q1 2014 | $3,664,000 | – | 116,328 | – | 3.11% | – |
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% |