SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 738 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,195,956 | -2.3% | 213,325 | -0.8% | 2.99% | -6.2% |
| Q1 2024 | $8,388,965 | -6.1% | 214,991 | -11.1% | 3.19% | -13.9% |
| Q4 2023 | $8,938,389 | -33.1% | 241,840 | -38.5% | 3.71% | -38.6% |
| Q3 2023 | $13,364,195 | -5.4% | 393,528 | -0.7% | 6.04% | +3.4% |
| Q2 2023 | $14,124,763 | +25.0% | 396,207 | +22.1% | 5.84% | +21.2% |
| Q1 2023 | $11,295,542 | +8.1% | 324,585 | +0.0% | 4.82% | -8.4% |
| Q4 2022 | $10,451,454 | +17.2% | 324,479 | +2.4% | 5.26% | +4.7% |
| Q3 2022 | $8,918,000 | -10.2% | 317,024 | +0.4% | 5.03% | +4.1% |
| Q2 2022 | $9,929,000 | -8.9% | 315,709 | +6.3% | 4.83% | +12.9% |
| Q1 2022 | $10,901,000 | -5.3% | 296,882 | +0.2% | 4.28% | -24.4% |
| Q4 2021 | $11,511,000 | +7.6% | 296,150 | +7.1% | 5.65% | +27.8% |
| Q3 2021 | $10,701,000 | +4.2% | 276,510 | +6.4% | 4.42% | +11.1% |
| Q2 2021 | $10,269,000 | +5.9% | 259,786 | +0.8% | 3.98% | -7.2% |
| Q1 2021 | $9,696,000 | +8.4% | 257,738 | +3.7% | 4.29% | +4.3% |
| Q4 2020 | $8,948,000 | +16.3% | 248,480 | +1.5% | 4.11% | -8.1% |
| Q3 2020 | $7,691,000 | +5.4% | 244,926 | -0.2% | 4.48% | -9.1% |
| Q2 2020 | $7,299,000 | +3.4% | 245,356 | -10.2% | 4.93% | -7.7% |
| Q1 2020 | $7,058,000 | +48.7% | 273,152 | +93.5% | 5.34% | +107.4% |
| Q4 2019 | $4,748,000 | – | 141,196 | – | 2.57% | – |
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% |