SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 637 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,658,000 | -6.1% | 55,740 | -18.5% | 0.70% | -19.0% |
| Q1 2020 | $1,766,000 | -74.1% | 68,357 | -66.2% | 0.86% | -68.8% |
| Q4 2019 | $6,809,000 | +7.6% | 202,478 | +1.9% | 2.76% | +0.9% |
| Q3 2019 | $6,330,000 | +4.0% | 198,667 | +4.8% | 2.73% | +1.0% |
| Q2 2019 | $6,086,000 | +9.7% | 189,652 | +7.0% | 2.70% | +5.3% |
| Q1 2019 | $5,549,000 | +64.3% | 177,243 | +48.7% | 2.57% | +50.2% |
| Q4 2018 | $3,378,000 | +143.0% | 119,158 | +187.3% | 1.71% | +168.4% |
| Q3 2018 | $1,390,000 | +2.8% | 41,469 | +1.4% | 0.64% | -0.9% |
| Q2 2018 | $1,352,000 | +4.4% | 40,901 | +6.5% | 0.64% | -1.5% |
| Q1 2018 | $1,295,000 | +3.7% | 38,408 | +4.8% | 0.65% | +11.4% |
| Q4 2017 | $1,249,000 | – | 36,656 | – | 0.59% | – |
Download | ||||||
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% |