SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $564,000 | +0.4% | 14,518 | +0.1% | 0.06% | -9.4% |
| Q3 2021 | $562,000 | -1.7% | 14,510 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $572,000 | +7.1% | 14,510 | +2.3% | 0.06% | +1.6% |
| Q1 2021 | $534,000 | +4.5% | 14,188 | 0.0% | 0.06% | -8.6% |
| Q4 2020 | $511,000 | +26.5% | 14,188 | +10.4% | 0.07% | +6.1% |
| Q3 2020 | $404,000 | +5.8% | 12,853 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $382,000 | +15.1% | 12,853 | 0.0% | 0.07% | -5.7% |
| Q1 2020 | $332,000 | -23.1% | 12,853 | 0.0% | 0.07% | +1.4% |
| Q4 2019 | $432,000 | +5.6% | 12,853 | 0.0% | 0.07% | -2.8% |
| Q3 2019 | $409,000 | -0.7% | 12,853 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $412,000 | +2.5% | 12,853 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $402,000 | +10.4% | 12,853 | 0.0% | 0.07% | -5.3% |
| Q4 2018 | $364,000 | -15.5% | 12,853 | 0.0% | 0.08% | -3.8% |
| Q3 2018 | $431,000 | +1.7% | 12,853 | 0.0% | 0.08% | -4.8% |
| Q2 2018 | $424,000 | -2.1% | 12,853 | 0.0% | 0.08% | -9.8% |
| Q1 2018 | $433,000 | +0.7% | 12,853 | 0.0% | 0.09% | +4.5% |
| Q4 2017 | $430,000 | – | 12,853 | – | 0.09% | – |
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% |