SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,905,000 | -6.3% | 73,721 | +21.9% | 1.02% | +20.8% |
Q4 2019 | $2,034,000 | +5.9% | 60,494 | +0.4% | 0.85% | +1.3% |
Q3 2019 | $1,920,000 | -1.0% | 60,251 | -0.3% | 0.84% | +9.0% |
Q2 2019 | $1,939,000 | -17.7% | 60,434 | -19.7% | 0.77% | -10.1% |
Q1 2019 | $2,357,000 | +10.5% | 75,287 | +0.1% | 0.85% | -7.5% |
Q4 2018 | $2,133,000 | -7.3% | 75,232 | +9.7% | 0.92% | +2.6% |
Q3 2018 | $2,300,000 | – | 68,597 | – | 0.90% | – |
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% |