SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,601 | +2.5% | 7,058 | +0.0% | 0.06% | -4.8% |
| Q1 2023 | $245,503 | +8.0% | 7,055 | 0.0% | 0.06% | -7.4% |
| Q4 2022 | $227,242 | +2.4% | 7,055 | +0.1% | 0.07% | +13.3% |
| Q2 2022 | $222,000 | -14.3% | 7,050 | 0.0% | 0.06% | +1.7% |
| Q1 2022 | $259,000 | +12.1% | 7,050 | +18.5% | 0.06% | +20.4% |
| Q4 2021 | $231,000 | +0.4% | 5,950 | 0.0% | 0.05% | -9.3% |
| Q3 2021 | $230,000 | -2.1% | 5,950 | 0.0% | 0.05% | +14.9% |
| Q2 2021 | $235,000 | +502.6% | 5,950 | +417.4% | 0.05% | +42.4% |
| Q4 2019 | $39,000 | +5.4% | 1,150 | 0.0% | 0.03% | +43.5% |
| Q3 2019 | $37,000 | 0.0% | 1,150 | 0.0% | 0.02% | +21.1% |
| Q2 2019 | $37,000 | +2.8% | 1,150 | 0.0% | 0.02% | +5.6% |
| Q1 2019 | $36,000 | +9.1% | 1,150 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $33,000 | – | 1,150 | – | 0.02% | – |
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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% |