SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,130,000 | +11.3% | 211,947 | +5.4% | 0.05% | +4.3% |
| Q3 2019 | $6,408,000 | -3.1% | 201,073 | -2.4% | 0.05% | -7.8% |
| Q2 2019 | $6,613,000 | -1.2% | 205,981 | -3.6% | 0.05% | -7.3% |
| Q1 2019 | $6,693,000 | +30.1% | 213,748 | +17.9% | 0.06% | +10.0% |
| Q4 2018 | $5,143,000 | -0.2% | 181,360 | +18.0% | 0.05% | -3.8% |
| Q3 2018 | $5,155,000 | +22.7% | 153,757 | +20.9% | 0.05% | -10.3% |
| Q2 2018 | $4,203,000 | -5.6% | 127,166 | -3.7% | 0.06% | -4.9% |
| Q1 2018 | $4,454,000 | +9.5% | 132,106 | +10.7% | 0.06% | +13.0% |
| Q4 2017 | $4,067,000 | +17.3% | 119,370 | +15.3% | 0.05% | -1.8% |
| Q3 2017 | $3,466,000 | +14.1% | 103,556 | +8.3% | 0.06% | +3.8% |
| Q2 2017 | $3,039,000 | +20.0% | 95,618 | +12.7% | 0.05% | +3.9% |
| Q1 2017 | $2,533,000 | +12.2% | 84,817 | +4.0% | 0.05% | 0.0% |
| Q4 2016 | $2,257,000 | +5.9% | 81,523 | +10.1% | 0.05% | 0.0% |
| Q3 2016 | $2,131,000 | +95.7% | 74,014 | +83.6% | 0.05% | +75.9% |
| Q2 2016 | $1,089,000 | – | 40,313 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |