SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,322,000 | -19.6% | 51,176 | +4.7% | 2.07% | +42.6% |
| Q4 2019 | $1,644,000 | +0.4% | 48,896 | -4.8% | 1.45% | -10.8% |
| Q3 2019 | $1,637,000 | -25.4% | 51,378 | -24.9% | 1.63% | -20.4% |
| Q2 2019 | $2,194,000 | -49.6% | 68,371 | -50.8% | 2.04% | -33.1% |
| Q1 2019 | $4,350,000 | +13.1% | 138,939 | +2.4% | 3.06% | +0.3% |
| Q4 2018 | $3,847,000 | -39.3% | 135,702 | -28.2% | 3.04% | -32.3% |
| Q3 2018 | $6,336,000 | +3.8% | 188,977 | +2.4% | 4.50% | -38.9% |
| Q2 2018 | $6,102,000 | +4.3% | 184,635 | +6.4% | 7.36% | +61.4% |
| Q1 2018 | $5,850,000 | +64.1% | 173,530 | +65.9% | 4.56% | +47.9% |
| Q4 2017 | $3,564,000 | – | 104,613 | – | 3.09% | – |
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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% |