SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 670 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $474,000 | -5.4% | 12,896 | +0.1% | 0.03% | -11.1% |
| Q4 2021 | $501,000 | +2.5% | 12,882 | +2.0% | 0.04% | -7.7% |
| Q3 2021 | $489,000 | -1.8% | 12,632 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $498,000 | +5.5% | 12,632 | +0.7% | 0.04% | 0.0% |
| Q1 2021 | $472,000 | +4.4% | 12,540 | 0.0% | 0.04% | +5.3% |
| Q4 2020 | $452,000 | +16.2% | 12,540 | +1.3% | 0.04% | -2.6% |
| Q3 2020 | $389,000 | +5.7% | 12,385 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $368,000 | +31.9% | 12,385 | +14.6% | 0.04% | +15.2% |
| Q1 2020 | $279,000 | -23.1% | 10,809 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $363,000 | +7.7% | 10,809 | +2.2% | 0.04% | +2.9% |
| Q3 2019 | $337,000 | 0.0% | 10,577 | +0.8% | 0.03% | +6.2% |
| Q2 2019 | $337,000 | +2.7% | 10,493 | +0.0% | 0.03% | 0.0% |
| Q1 2019 | $328,000 | +10.4% | 10,490 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $297,000 | – | 10,490 | – | 0.03% | – |
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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% |