SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,061,923 | +371.8% | 64,015 | +469.8% | 0.08% | +425.0% |
| Q4 2021 | $437,000 | +10.1% | 11,235 | +9.4% | 0.02% | -5.9% |
| Q3 2021 | $397,000 | -67.2% | 10,267 | -66.5% | 0.02% | -65.3% |
| Q2 2021 | $1,210,000 | +105.1% | 30,684 | +95.7% | 0.05% | +88.5% |
| Q1 2021 | $590,000 | -28.4% | 15,683 | -31.4% | 0.03% | -35.0% |
| Q4 2020 | $824,000 | +23.0% | 22,873 | +7.1% | 0.04% | +8.1% |
| Q3 2020 | $670,000 | -60.4% | 21,353 | -62.5% | 0.04% | -63.0% |
| Q2 2020 | $1,693,000 | -23.9% | 56,919 | -33.9% | 0.10% | -35.1% |
| Q1 2020 | $2,226,000 | -22.6% | 86,128 | +0.7% | 0.15% | -5.5% |
| Q4 2019 | $2,875,000 | +12.9% | 85,503 | +7.0% | 0.16% | +5.2% |
| Q3 2019 | $2,547,000 | +4.4% | 79,946 | +5.2% | 0.16% | -12.4% |
| Q2 2019 | $2,439,000 | -49.8% | 76,002 | -51.0% | 0.18% | -51.2% |
| Q1 2019 | $4,858,000 | -34.6% | 155,160 | -40.8% | 0.36% | -36.4% |
| Q4 2018 | $7,425,000 | +296.4% | 261,902 | +368.8% | 0.57% | +323.0% |
| Q3 2018 | $1,873,000 | +3.1% | 55,871 | +1.6% | 0.14% | -2.9% |
| Q2 2018 | $1,817,000 | -26.4% | 54,986 | -24.9% | 0.14% | -29.1% |
| Q1 2018 | $2,469,000 | -17.0% | 73,249 | -16.1% | 0.20% | -16.6% |
| Q4 2017 | $2,974,000 | +38.7% | 87,304 | +36.3% | 0.24% | +28.4% |
| Q3 2017 | $2,144,000 | -3.2% | 64,048 | -8.1% | 0.18% | -12.0% |
| Q2 2017 | $2,215,000 | -35.9% | 69,703 | -39.7% | 0.21% | -35.6% |
| Q1 2017 | $3,455,000 | -19.4% | 115,658 | -25.3% | 0.32% | -24.4% |
| Q4 2016 | $4,284,000 | +611.6% | 154,775 | +608.1% | 0.43% | +461.8% |
| Q4 2015 | $602,000 | – | 21,857 | – | 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% |