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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,342,000 | +10.2% | 37,275 | -3.9% | 0.03% | -40.4% |
| Q3 2020 | $1,218,000 | +38.7% | 38,787 | +31.5% | 0.05% | +30.6% |
| Q2 2020 | $878,000 | +22.1% | 29,503 | +6.1% | 0.04% | -5.3% |
| Q1 2020 | $719,000 | -77.6% | 27,813 | -70.8% | 0.04% | -66.7% |
| Q4 2019 | $3,207,000 | +2.0% | 95,369 | -3.3% | 0.11% | -5.8% |
| Q3 2019 | $3,143,000 | -12.5% | 98,649 | -11.8% | 0.12% | -19.9% |
| Q2 2019 | $3,591,000 | -11.8% | 111,890 | -14.0% | 0.15% | -15.6% |
| Q1 2019 | $4,072,000 | -68.4% | 130,067 | -66.1% | 0.18% | -68.3% |
| Q4 2018 | $12,866,000 | 0.0% | 383,711 | 0.0% | 0.56% | 0.0% |
| Q3 2018 | $12,866,000 | +9.3% | 383,711 | +7.8% | 0.56% | +0.5% |
| Q2 2018 | $11,767,000 | +35.9% | 356,041 | +38.6% | 0.56% | +10.6% |
| Q1 2018 | $8,661,000 | +11.4% | 256,925 | +12.5% | 0.51% | -0.6% |
| Q4 2017 | $7,778,000 | +6.4% | 228,286 | +4.5% | 0.51% | -8.8% |
| Q3 2017 | $7,313,000 | +26.1% | 218,499 | +19.8% | 0.56% | +6.7% |
| Q2 2017 | $5,798,000 | +23.2% | 182,445 | +15.8% | 0.52% | +1.2% |
| Q1 2017 | $4,707,000 | +1829.1% | 157,584 | +1871.0% | 0.52% | +663.2% |
| Q2 2015 | $244,000 | – | 7,995 | – | 0.07% | – |
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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% |