SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 738 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $894,816 | -16.4% | 23,290 | -17.4% | 0.03% | -26.3% |
| Q1 2024 | $1,070,145 | +22.7% | 28,191 | +19.5% | 0.04% | +8.6% |
| Q4 2023 | $872,065 | -0.6% | 23,595 | -8.7% | 0.04% | -12.5% |
| Q3 2023 | $877,384 | -3.8% | 25,836 | +1.0% | 0.04% | -4.8% |
| Q2 2023 | $911,594 | +3.2% | 25,571 | +0.7% | 0.04% | -2.3% |
| Q1 2023 | $883,626 | +13.6% | 25,392 | +5.1% | 0.04% | 0.0% |
| Q4 2022 | $777,968 | +133.6% | 24,153 | +104.2% | 0.04% | +104.8% |
| Q3 2022 | $333,000 | -3.5% | 11,828 | +7.7% | 0.02% | -4.5% |
| Q2 2022 | $345,000 | -45.8% | 10,984 | -36.6% | 0.02% | -31.2% |
| Q1 2022 | $636,000 | -8.0% | 17,322 | -2.5% | 0.03% | -13.5% |
| Q4 2021 | $691,000 | -7.6% | 17,770 | -8.1% | 0.04% | -14.0% |
| Q3 2021 | $748,000 | +22.4% | 19,336 | +24.7% | 0.04% | +16.2% |
| Q2 2021 | $611,000 | +26.0% | 15,500 | +20.3% | 0.04% | +68.2% |
| Q1 2021 | $485,000 | +17.1% | 12,887 | +12.2% | 0.02% | +4.8% |
| Q4 2020 | $414,000 | +10.7% | 11,490 | -3.5% | 0.02% | -36.4% |
| Q3 2020 | $374,000 | +201.6% | 11,907 | +186.2% | 0.03% | +200.0% |
| Q2 2020 | $124,000 | -38.3% | 4,161 | -44.5% | 0.01% | -47.6% |
| Q1 2020 | $201,000 | -48.5% | 7,491 | -35.4% | 0.02% | -44.7% |
| Q4 2019 | $390,000 | +16.8% | 11,601 | +10.7% | 0.04% | +2.7% |
| Q3 2019 | $334,000 | +6.7% | 10,481 | +7.5% | 0.04% | +2.8% |
| Q2 2019 | $313,000 | +34.9% | 9,750 | +31.4% | 0.04% | +28.6% |
| Q1 2019 | $232,000 | +15.4% | 7,421 | +4.9% | 0.03% | 0.0% |
| Q4 2018 | $201,000 | -40.4% | 7,076 | -35.5% | 0.03% | -39.1% |
| Q3 2018 | $337,000 | -22.0% | 10,972 | -16.8% | 0.05% | -24.6% |
| Q2 2018 | $432,000 | +354.7% | 13,186 | +367.1% | 0.06% | +306.7% |
| Q1 2018 | $95,000 | -17.4% | 2,823 | -16.6% | 0.02% | -21.1% |
| Q4 2017 | $115,000 | +1177.8% | 3,383 | +1211.2% | 0.02% | +850.0% |
| Q3 2017 | $9,000 | – | 258 | – | 0.00% | – |
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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% |