SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $678,234 | -8.0% | 19,972 | -3.4% | 0.07% | -9.6% |
| Q2 2023 | $736,833 | -11.4% | 20,669 | -13.5% | 0.07% | -25.5% |
| Q1 2023 | $831,244 | -1.8% | 23,886 | -9.1% | 0.10% | -2.0% |
| Q4 2022 | $846,818 | -15.1% | 26,291 | -25.8% | 0.10% | -22.5% |
| Q3 2022 | $997,000 | -68.9% | 35,432 | -65.2% | 0.13% | -66.8% |
| Q2 2022 | $3,205,000 | -12.3% | 101,892 | +2.4% | 0.39% | -2.5% |
| Q1 2022 | $3,655,000 | +0.1% | 99,548 | +5.9% | 0.40% | -8.1% |
| Q4 2021 | $3,653,000 | +2.8% | 93,969 | +2.3% | 0.43% | -3.6% |
| Q3 2021 | $3,555,000 | -13.0% | 91,851 | -11.4% | 0.45% | -12.6% |
| Q2 2021 | $4,088,000 | -4.1% | 103,625 | -8.6% | 0.51% | -14.6% |
| Q1 2021 | $4,264,000 | -1.4% | 113,337 | -5.6% | 0.60% | -6.2% |
| Q4 2020 | $4,323,000 | +16.1% | 120,051 | +1.2% | 0.64% | -8.4% |
| Q3 2020 | $3,723,000 | +3.8% | 118,571 | -1.6% | 0.70% | -3.4% |
| Q2 2020 | $3,585,000 | -6.0% | 120,517 | -18.4% | 0.73% | -22.0% |
| Q1 2020 | $3,815,000 | +238.5% | 147,639 | +340.4% | 0.93% | +208.3% |
| Q4 2019 | $1,127,000 | -28.7% | 33,522 | -32.5% | 0.30% | -31.5% |
| Q3 2019 | $1,581,000 | -0.4% | 49,634 | +0.1% | 0.44% | -8.7% |
| Q2 2019 | $1,588,000 | +1.8% | 49,598 | -0.4% | 0.48% | -16.9% |
| Q1 2019 | $1,560,000 | +17.4% | 49,815 | +6.3% | 0.58% | +2.3% |
| Q4 2018 | $1,329,000 | -4.2% | 46,861 | +13.3% | 0.57% | -12.6% |
| Q3 2018 | $1,387,000 | -5.0% | 41,369 | -6.3% | 0.65% | -11.1% |
| Q2 2018 | $1,460,000 | -1.6% | 44,169 | +0.4% | 0.73% | -11.6% |
| Q1 2018 | $1,483,000 | -11.3% | 43,993 | -10.3% | 0.83% | -15.6% |
| Q4 2017 | $1,671,000 | -13.3% | 49,048 | -14.9% | 0.98% | -17.2% |
| Q3 2017 | $1,928,000 | -4.8% | 57,609 | -9.6% | 1.18% | -11.3% |
| Q2 2017 | $2,026,000 | +40.8% | 63,737 | +32.3% | 1.34% | +26.5% |
| Q1 2017 | $1,439,000 | +21.6% | 48,160 | +12.7% | 1.06% | +2.9% |
| Q4 2016 | $1,183,000 | – | 42,737 | – | 1.02% | – |
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% |