SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 659 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $987,170 | +65.5% | 25,694 | +68.1% | 0.07% | +55.6% |
| Q1 2024 | $596,467 | +5.2% | 15,286 | -0.3% | 0.04% | -10.0% |
| Q4 2023 | $566,825 | +10.5% | 15,336 | +1.5% | 0.05% | +4.2% |
| Q3 2023 | $512,955 | +15.5% | 15,105 | +21.3% | 0.05% | +17.1% |
| Q2 2023 | $444,081 | +6.3% | 12,457 | +3.8% | 0.04% | -8.9% |
| Q1 2023 | $417,572 | +30.3% | 11,999 | +20.6% | 0.04% | +18.4% |
| Q4 2022 | $320,463 | +16.5% | 9,949 | +1.6% | 0.04% | -2.6% |
| Q3 2022 | $275,000 | +366.1% | 9,792 | +509.3% | 0.04% | +129.4% |
| Q1 2022 | $59,000 | -6.3% | 1,607 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $63,000 | +3.3% | 1,615 | +2.3% | 0.02% | +6.2% |
| Q3 2021 | $61,000 | -1.6% | 1,579 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | +1.6% | 1,579 | -2.8% | 0.02% | -11.1% |
| Q1 2021 | $61,000 | +3.4% | 1,625 | -0.1% | 0.02% | 0.0% |
| Q4 2020 | $59,000 | +210.5% | 1,627 | +119.9% | 0.02% | +157.1% |
| Q1 2020 | $19,000 | -66.7% | 740 | -56.6% | 0.01% | -66.7% |
| Q4 2019 | $57,000 | -66.9% | 1,705 | -72.0% | 0.02% | -66.7% |
| Q4 2018 | $172,000 | -32.0% | 6,084 | -19.2% | 0.06% | -38.2% |
| Q3 2018 | $253,000 | -3.1% | 7,533 | -4.9% | 0.10% | -8.1% |
| Q2 2018 | $261,000 | -10.6% | 7,924 | -8.7% | 0.11% | -9.0% |
| Q1 2018 | $292,000 | -8.2% | 8,675 | -2.5% | 0.12% | -14.1% |
| Q4 2017 | $318,000 | +11.6% | 8,895 | +4.6% | 0.14% | +37.9% |
| Q3 2017 | $285,000 | +9.2% | 8,504 | +3.4% | 0.10% | -29.9% |
| Q2 2017 | $261,000 | +321.0% | 8,223 | +294.6% | 0.15% | +297.3% |
| Q1 2017 | $62,000 | – | 2,084 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,496,545 | $75,271,000 | 23.28% |
| SVB Investment Services Inc. | 587,750 | $17,486,000 | 16.01% |
| Matrix Trust Co | 1,915,821 | $56,996,000 | 14.53% |
| Evergreen Advisors, LLC | 850,890 | $25,314,000 | 12.27% |
| Personal Capital Advisors Corp | 48,455,651 | $1,441,556,000 | 11.90% |
| Northwest Capital Management Inc | 424,716 | $12,636,000 | 11.09% |
| Adams Chetwood Wealth Management LLC | 326,115 | $9,702,000 | 9.86% |
| Harborview Advisors, LLC | 395,108 | $11,754,000 | 9.72% |
| APPLETON GROUP, LLC | 264,626 | $7,873,000 | 9.48% |
| Callan Capital, LLC | 1,267,813 | $37,717,000 | 9.46% |