SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $39,000 | -23.5% | 1,508 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $51,000 | +6.2% | 1,508 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $48,000 | 0.0% | 1,508 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +2.1% | 1,508 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $47,000 | +9.3% | 1,508 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $43,000 | -15.7% | 1,508 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $51,000 | +2.0% | 1,508 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $50,000 | -2.0% | 1,508 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $51,000 | 0.0% | 1,508 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $51,000 | +2.0% | 1,508 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $50,000 | 0.0% | 1,508 | -4.4% | 0.01% | 0.0% |
| Q2 2017 | $50,000 | +6.4% | 1,577 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $47,000 | +11.9% | 1,577 | +4.6% | 0.01% | +7.7% |
| Q4 2016 | $42,000 | -2.3% | 1,508 | 0.0% | 0.01% | -13.3% |
| Q3 2016 | $43,000 | +4.9% | 1,508 | 0.0% | 0.02% | +7.1% |
| Q2 2016 | $41,000 | – | 1,508 | – | 0.01% | – |
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% |