SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,289 | +37.8% | 833 | +44.6% | 0.00% | 0.0% |
| Q2 2023 | $20,534 | +107.8% | 576 | +102.8% | 0.00% | +100.0% |
| Q1 2023 | $9,883 | +56.5% | 284 | +44.9% | 0.00% | 0.0% |
| Q4 2022 | $6,313 | -64.9% | 196 | -66.4% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | -70.0% | 584 | -64.5% | 0.00% | -71.4% |
| Q1 2022 | $60,000 | +160.9% | 1,645 | +181.7% | 0.01% | +133.3% |
| Q4 2021 | $23,000 | 0.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -99.9% | 584 | -31.2% | 0.00% | -40.0% |
| Q1 2021 | $31,939,000 | +151990.5% | 849 | +45.4% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | +16.7% | 584 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 584 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 584 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | – | 584 | +1985.7% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 28 | -95.8% | 0.00% | -100.0% |
| Q4 2018 | $19,000 | -44.1% | 671 | -34.2% | 0.01% | -41.2% |
| Q3 2018 | $34,000 | +54.5% | 1,020 | +52.0% | 0.02% | +30.8% |
| Q2 2018 | $22,000 | – | 671 | – | 0.01% | – |
Download | ||||||
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% |