SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $84,000 | +6.3% | 2,135 | +1.4% | 0.02% | -4.0% |
| Q1 2021 | $79,000 | +6.8% | 2,105 | +2.2% | 0.02% | -3.8% |
| Q4 2020 | $74,000 | +8.8% | 2,060 | -9.5% | 0.03% | -10.3% |
| Q2 2020 | $68,000 | +151.9% | 2,275 | +136.0% | 0.03% | +70.6% |
| Q4 2018 | $27,000 | -18.2% | 964 | -1.6% | 0.02% | -10.5% |
| Q3 2018 | $33,000 | +22.2% | 980 | +18.4% | 0.02% | +11.8% |
| Q2 2018 | $27,000 | +17.4% | 828 | +23.6% | 0.02% | +13.3% |
| Q1 2018 | $23,000 | +91.7% | 670 | +97.1% | 0.02% | +114.3% |
| Q4 2017 | $12,000 | +300.0% | 340 | +319.8% | 0.01% | +250.0% |
| Q2 2017 | $3,000 | – | 81 | – | 0.00% | – |
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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% |