SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $231,000 | -8.7% | 6,875 | -13.5% | 0.20% | -16.3% |
| Q3 2019 | $253,000 | -15.7% | 7,945 | -15.3% | 0.24% | -13.1% |
| Q2 2019 | $300,000 | -19.4% | 9,378 | -21.1% | 0.28% | -14.9% |
| Q1 2019 | $372,000 | -12.1% | 11,881 | -20.3% | 0.32% | -18.8% |
| Q4 2018 | $423,000 | -21.7% | 14,910 | -7.4% | 0.40% | -5.9% |
| Q3 2018 | $540,000 | -0.6% | 16,094 | -2.1% | 0.42% | -4.1% |
| Q2 2018 | $543,000 | +12.0% | 16,442 | +14.2% | 0.44% | +8.6% |
| Q1 2018 | $485,000 | +56.5% | 14,392 | +58.2% | 0.41% | +53.2% |
| Q4 2017 | $310,000 | – | 9,097 | – | 0.26% | – |
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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% |