SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $242,000 | +4.8% | 7,216 | +3.5% | 0.82% | +7.3% |
| Q2 2018 | $231,000 | -1.7% | 6,975 | 0.0% | 0.77% | -17.7% |
| Q1 2018 | $235,000 | -56.5% | 6,975 | -56.0% | 0.93% | -29.6% |
| Q4 2017 | $540,000 | +1.9% | 15,845 | 0.0% | 1.33% | -14.2% |
| Q3 2017 | $530,000 | +5.2% | 15,845 | 0.0% | 1.55% | +53.4% |
| Q2 2017 | $504,000 | +6.6% | 15,845 | 0.0% | 1.01% | +17.1% |
| Q1 2017 | $473,000 | -72.8% | 15,845 | -74.8% | 0.86% | -71.9% |
| Q4 2016 | $1,741,000 | +766.2% | 62,895 | +799.8% | 3.06% | +775.1% |
| Q3 2016 | $201,000 | +6.3% | 6,990 | 0.0% | 0.35% | +0.9% |
| Q2 2016 | $189,000 | -19.2% | 6,990 | -19.1% | 0.35% | -17.0% |
| Q1 2016 | $234,000 | -77.8% | 8,640 | -77.4% | 0.42% | -76.8% |
| Q4 2015 | $1,052,000 | – | 38,175 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |