SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,980,000 | +1.7% | 50,933 | +1.3% | 0.74% | -8.3% |
| Q3 2021 | $1,946,000 | +0.4% | 50,285 | +2.4% | 0.81% | +1.4% |
| Q2 2021 | $1,938,000 | +6.4% | 49,128 | +1.4% | 0.80% | -0.3% |
| Q1 2021 | $1,822,000 | +6.2% | 48,431 | +1.6% | 0.80% | +1.0% |
| Q4 2020 | $1,716,000 | +22.7% | 47,648 | +7.0% | 0.79% | +7.8% |
| Q3 2020 | $1,399,000 | +17.1% | 44,548 | +10.9% | 0.73% | +5.2% |
| Q2 2020 | $1,195,000 | +14.8% | 40,162 | -0.3% | 0.70% | -6.7% |
| Q1 2020 | $1,041,000 | -12.4% | 40,298 | +14.0% | 0.75% | +8.7% |
| Q4 2019 | $1,188,000 | +1.6% | 35,337 | -3.7% | 0.69% | -6.9% |
| Q3 2019 | $1,169,000 | +9.6% | 36,699 | +10.4% | 0.74% | +8.5% |
| Q2 2019 | $1,067,000 | +9.5% | 33,256 | +6.9% | 0.68% | +4.4% |
| Q1 2019 | $974,000 | +21.9% | 31,115 | +10.4% | 0.65% | +6.2% |
| Q4 2018 | $799,000 | -10.9% | 28,175 | +5.3% | 0.61% | -1.0% |
| Q3 2018 | $897,000 | +17.6% | 26,747 | +15.9% | 0.62% | +10.9% |
| Q2 2018 | $763,000 | -2.3% | 23,082 | -0.3% | 0.56% | -7.9% |
| Q1 2018 | $781,000 | -63.0% | 23,156 | -62.6% | 0.61% | +14.7% |
| Q4 2017 | $2,110,000 | +199.7% | 61,938 | +194.5% | 0.53% | -8.3% |
| Q3 2017 | $704,000 | +10.3% | 21,030 | +4.7% | 0.58% | +5.9% |
| Q2 2017 | $638,000 | +9.2% | 20,086 | +2.7% | 0.54% | +1.3% |
| Q1 2017 | $584,000 | +9.2% | 19,549 | +1.1% | 0.54% | +2.1% |
| Q4 2016 | $535,000 | – | 19,329 | – | 0.53% | – |
Download | ||||||
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% |