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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,965 | +23.6% | 152,865 | +17.1% | 1.91% | +7.7% |
| Q4 2023 | $4,825 | +10.8% | 130,536 | +1.8% | 1.78% | -1.9% |
| Q3 2023 | $4,354 | -16.4% | 128,215 | -14.4% | 1.81% | -23.0% |
| Q1 2023 | $5,210 | +10.2% | 149,701 | +2.0% | 2.35% | +18.9% |
| Q4 2022 | $4,728 | -99.9% | 146,775 | -0.8% | 1.98% | +1.1% |
| Q3 2022 | $4,162,000 | -6.1% | 147,943 | +5.0% | 1.96% | -0.5% |
| Q2 2022 | $4,431,000 | -14.3% | 140,901 | +0.1% | 1.97% | -8.1% |
| Q1 2022 | $5,170,000 | -15.3% | 140,784 | -10.4% | 2.14% | -2.3% |
| Q4 2021 | $6,107,000 | +13.0% | 157,102 | +12.5% | 2.19% | -4.4% |
| Q3 2021 | $5,403,000 | +7.7% | 139,617 | +9.8% | 2.29% | -14.0% |
| Q2 2021 | $5,017,000 | +7.9% | 127,170 | +2.9% | 2.67% | +20.8% |
| Q1 2021 | $4,651,000 | +8.4% | 123,634 | +3.7% | 2.21% | -1.0% |
| Q4 2020 | $4,292,000 | +22.6% | 119,185 | +6.9% | 2.23% | +12.6% |
| Q3 2020 | $3,500,000 | +7.0% | 111,458 | +1.4% | 1.98% | +1.0% |
| Q2 2020 | $3,270,000 | +22.2% | 109,924 | +6.1% | 1.96% | +4.5% |
| Q1 2020 | $2,677,000 | +5.3% | 103,580 | +37.0% | 1.88% | +10.7% |
| Q4 2019 | $2,542,000 | – | 75,588 | – | 1.69% | – |
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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% |