SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 815 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,639,344 | +34.5% | 250,894 | +36.6% | 0.93% | +28.4% |
| Q1 2024 | $7,168,972 | +15.6% | 183,726 | +8.8% | 0.73% | -8.2% |
| Q1 2022 | $6,199,000 | -6.3% | 168,818 | -0.8% | 0.79% | -4.9% |
| Q4 2021 | $6,617,000 | +15.7% | 170,228 | +15.1% | 0.83% | +2.2% |
| Q3 2021 | $5,721,000 | +0.0% | 147,840 | +2.0% | 0.81% | -4.9% |
| Q2 2021 | $5,720,000 | +8.6% | 145,000 | +3.6% | 0.86% | -6.1% |
| Q1 2021 | $5,268,000 | +30.3% | 140,023 | +24.7% | 0.91% | +16.3% |
| Q4 2020 | $4,042,000 | – | 112,253 | – | 0.78% | – |
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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% |