SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 490 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,741,299 | -43.1% | 51,275 | -40.2% | 0.73% | -39.6% |
| Q2 2023 | $3,057,879 | -6.8% | 85,775 | -9.1% | 1.22% | -0.4% |
| Q1 2023 | $3,282,092 | +7.6% | 94,313 | -0.4% | 1.22% | +4.2% |
| Q4 2022 | $3,049,804 | +14.5% | 94,685 | 0.0% | 1.17% | +7.4% |
| Q3 2022 | $2,663,000 | -47.7% | 94,685 | -41.5% | 1.09% | -43.7% |
| Q2 2022 | $5,094,000 | -14.2% | 161,977 | +0.2% | 1.94% | -4.5% |
| Q1 2022 | $5,939,000 | -4.7% | 161,731 | +0.9% | 2.03% | -3.1% |
| Q4 2021 | $6,234,000 | +5.2% | 160,341 | +4.7% | 2.09% | +6.9% |
| Q3 2021 | $5,928,000 | -1.9% | 153,178 | -0.0% | 1.96% | +4.1% |
| Q2 2021 | $6,043,000 | +6.1% | 153,194 | +1.2% | 1.88% | +6.0% |
| Q1 2021 | $5,696,000 | +10.4% | 151,404 | +5.6% | 1.77% | +12.0% |
| Q4 2020 | $5,161,000 | +14.9% | 143,311 | +0.1% | 1.58% | +15.4% |
| Q3 2020 | $4,493,000 | +0.8% | 143,103 | -4.5% | 1.37% | +12.9% |
| Q2 2020 | $4,459,000 | -0.8% | 149,875 | -13.9% | 1.22% | -6.7% |
| Q1 2020 | $4,497,000 | -49.7% | 174,046 | -34.5% | 1.30% | -34.1% |
| Q4 2019 | $8,936,000 | +8.6% | 265,725 | +2.9% | 1.98% | -4.5% |
| Q3 2019 | $8,231,000 | +59.4% | 258,345 | +61.2% | 2.07% | +86.7% |
| Q2 2019 | $5,165,000 | +6.9% | 160,288 | +3.8% | 1.11% | +4.7% |
| Q1 2019 | $4,833,000 | +11.7% | 154,350 | +1.1% | 1.06% | +7.2% |
| Q4 2018 | $4,327,000 | +1060.1% | 152,631 | +1270.4% | 0.99% | +972.8% |
| Q3 2018 | $373,000 | -26.6% | 11,138 | -27.6% | 0.09% | -30.3% |
| Q2 2018 | $508,000 | +36.6% | 15,375 | +39.4% | 0.13% | +37.5% |
| Q1 2018 | $372,000 | +5.4% | 11,030 | +6.4% | 0.10% | -12.7% |
| Q4 2017 | $353,000 | – | 10,363 | – | 0.11% | – |
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% |