SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $89,058 | -1.5% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $90,449 | +5.6% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $85,674 | +8.8% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $78,720 | -4.7% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $82,637 | -2.8% | 2,318 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $85,017 | +8.0% | 2,443 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $78,689 | -39.0% | 2,443 | -46.7% | 0.00% | -50.0% |
| Q3 2022 | $129,000 | -12.2% | 4,586 | -1.7% | 0.00% | -20.0% |
| Q2 2022 | $147,000 | +24.6% | 4,665 | +45.6% | 0.01% | +66.7% |
| Q1 2022 | $118,000 | -21.9% | 3,204 | -17.2% | 0.00% | -25.0% |
| Q4 2021 | $151,000 | +34.8% | 3,868 | +33.2% | 0.00% | 0.0% |
| Q3 2021 | $112,000 | +300.0% | 2,903 | +312.4% | 0.00% | +300.0% |
| Q2 2021 | $28,000 | +33.3% | 704 | +29.2% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +50.0% | 545 | +25.6% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | +7.7% | 434 | +7.4% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | -60.6% | 404 | -65.0% | 0.00% | -50.0% |
| Q4 2018 | $33,000 | -15.4% | 1,154 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $39,000 | +200.0% | 1,154 | +185.6% | 0.00% | +100.0% |
| Q2 2018 | $13,000 | -7.1% | 404 | -1.9% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 412 | +2.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | +8.3% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | – | 404 | – | 0.00% | – |
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% |