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 | $362 | -99.9% | 11,236 | -0.2% | 0.04% | +5.9% |
| Q3 2022 | $317,000 | -11.2% | 11,264 | -0.8% | 0.03% | -5.6% |
| Q2 2022 | $357,000 | -15.0% | 11,353 | -0.7% | 0.04% | +2.9% |
| Q1 2022 | $420,000 | -2.6% | 11,434 | +3.1% | 0.04% | +6.1% |
| Q4 2021 | $431,000 | -0.7% | 11,094 | -1.2% | 0.03% | -58.8% |
| Q3 2021 | $434,000 | -3.1% | 11,227 | -1.2% | 0.08% | +37.9% |
| Q2 2021 | $448,000 | +21.4% | 11,366 | +15.8% | 0.06% | +3.6% |
| Q1 2021 | $369,000 | -83.6% | 9,815 | -84.3% | 0.06% | -83.0% |
| Q4 2020 | $2,246,000 | +3.2% | 62,359 | -10.0% | 0.33% | -8.3% |
| Q3 2020 | $2,176,000 | -2.9% | 69,287 | -8.0% | 0.36% | -12.2% |
| Q2 2020 | $2,240,000 | -6.6% | 75,278 | -18.9% | 0.41% | -25.6% |
| Q1 2020 | $2,398,000 | -29.2% | 92,817 | -7.9% | 0.55% | -3.0% |
| Q4 2019 | $3,388,000 | 0.0% | 100,735 | -5.3% | 0.57% | -1.9% |
| Q3 2019 | $3,388,000 | +7.9% | 106,328 | +8.7% | 0.58% | -15.8% |
| Q2 2019 | $3,139,000 | +17.5% | 97,815 | +14.7% | 0.69% | +4.6% |
| Q1 2019 | $2,671,000 | +11.6% | 85,296 | +1.0% | 0.66% | -6.7% |
| Q4 2018 | $2,394,000 | +130.2% | 84,447 | +172.0% | 0.70% | +176.5% |
| Q3 2018 | $1,040,000 | +63.3% | 31,043 | +60.9% | 0.26% | +50.0% |
| Q2 2018 | $637,000 | +18.4% | 19,289 | +20.7% | 0.17% | +1.8% |
| Q1 2018 | $538,000 | +70.3% | 15,982 | +68.9% | 0.17% | +57.5% |
| Q3 2017 | $316,000 | +5.0% | 9,463 | -0.3% | 0.11% | -0.9% |
| Q2 2017 | $301,000 | +8.7% | 9,489 | +2.2% | 0.11% | 0.0% |
| Q1 2017 | $277,000 | -2.1% | 9,282 | -9.4% | 0.11% | -14.4% |
| Q4 2016 | $283,000 | -3.1% | 10,246 | +1.0% | 0.12% | -9.4% |
| Q3 2016 | $292,000 | +4.7% | 10,148 | -1.5% | 0.14% | +3.0% |
| Q2 2016 | $279,000 | +2.6% | 10,299 | +2.7% | 0.13% | -1.5% |
| Q1 2016 | $272,000 | -3.5% | 10,028 | -2.0% | 0.14% | -6.8% |
| Q4 2015 | $282,000 | – | 10,232 | – | 0.15% | – |
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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% |