SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $179,000 | +14.7% | 4,969 | 0.0% | 0.06% | +6.9% |
| Q3 2020 | $156,000 | -9.3% | 4,969 | -13.8% | 0.06% | -17.1% |
| Q2 2020 | $172,000 | +14.7% | 5,767 | -0.9% | 0.07% | +4.5% |
| Q1 2020 | $150,000 | -31.8% | 5,817 | -11.2% | 0.07% | -22.1% |
| Q4 2019 | $220,000 | +5.3% | 6,547 | +0.0% | 0.09% | 0.0% |
| Q3 2019 | $209,000 | +3.0% | 6,546 | +3.7% | 0.09% | -3.4% |
| Q2 2019 | $203,000 | -1.9% | 6,312 | -4.6% | 0.09% | -4.3% |
| Q1 2019 | $207,000 | +37.1% | 6,614 | +24.5% | 0.09% | +31.0% |
| Q4 2018 | $151,000 | -26.0% | 5,313 | -12.9% | 0.07% | -23.7% |
| Q3 2018 | $204,000 | +20.0% | 6,099 | +18.5% | 0.09% | +14.8% |
| Q2 2018 | $170,000 | -1.7% | 5,149 | +0.4% | 0.08% | -8.0% |
| Q1 2018 | $173,000 | +14.6% | 5,127 | +15.9% | 0.09% | -6.4% |
| Q4 2017 | $151,000 | +6.3% | 4,425 | +4.3% | 0.09% | +1.1% |
| Q3 2017 | $142,000 | -1.4% | 4,241 | -6.7% | 0.09% | -7.0% |
| Q2 2017 | $144,000 | +21.0% | 4,547 | +13.8% | 0.10% | +16.3% |
| Q1 2017 | $119,000 | +28.0% | 3,994 | +18.9% | 0.09% | +3.6% |
| Q4 2016 | $93,000 | 0.0% | 3,358 | +3.4% | 0.08% | -16.2% |
| Q3 2016 | $93,000 | +8.1% | 3,249 | +1.7% | 0.10% | +4.2% |
| Q2 2016 | $86,000 | +7.5% | 3,196 | +8.8% | 0.10% | +30.1% |
| Q1 2016 | $80,000 | +8.1% | 2,937 | +8.1% | 0.07% | +23.7% |
| Q4 2015 | $74,000 | -5.1% | 2,718 | -2.8% | 0.06% | -39.2% |
| Q3 2015 | $78,000 | -1.3% | 2,796 | +8.1% | 0.10% | +12.8% |
| Q2 2015 | $79,000 | +1.3% | 2,586 | 0.0% | 0.09% | +8.9% |
| Q1 2015 | $78,000 | +4.0% | 2,586 | 0.0% | 0.08% | -1.2% |
| Q4 2014 | $75,000 | – | 2,586 | – | 0.08% | – |
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% |