SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $333 | -99.9% | 9,572 | -34.7% | 0.03% | -21.2% |
| Q4 2021 | $570,000 | -4.2% | 14,652 | -4.7% | 0.03% | -17.5% |
| Q3 2021 | $595,000 | -5.4% | 15,376 | -3.5% | 0.04% | -4.8% |
| Q2 2021 | $629,000 | -51.6% | 15,932 | -51.6% | 0.04% | -6.7% |
| Q1 2021 | $1,299,000 | -10.5% | 32,946 | -18.2% | 0.04% | -27.4% |
| Q4 2020 | $1,451,000 | +12.9% | 40,284 | -1.6% | 0.06% | -3.1% |
| Q3 2020 | $1,285,000 | +81.2% | 40,935 | +71.8% | 0.06% | +64.1% |
| Q2 2020 | $709,000 | +75.1% | 23,821 | +52.0% | 0.04% | +30.0% |
| Q1 2020 | $405,000 | -5.6% | 15,674 | +22.7% | 0.03% | -9.1% |
| Q4 2019 | $429,000 | -32.5% | 12,770 | -36.0% | 0.03% | -37.7% |
| Q3 2019 | $636,000 | -61.1% | 19,959 | -65.4% | 0.05% | -77.2% |
| Q4 2018 | $1,636,000 | – | 57,702 | – | 0.23% | – |
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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% |