SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,627,616 | -1.4% | 94,420 | +0.1% | 0.08% | -2.3% |
| Q1 2024 | $3,679,546 | +5.6% | 94,299 | 0.0% | 0.09% | -5.4% |
| Q4 2023 | $3,485,291 | +2.3% | 94,299 | -6.0% | 0.09% | -7.1% |
| Q3 2023 | $3,406,154 | -11.9% | 100,299 | -7.5% | 0.10% | -10.8% |
| Q2 2023 | $3,865,101 | +1714.6% | 108,418 | +1618.2% | 0.11% | +909.1% |
| Q1 2018 | $213,000 | -0.9% | 6,310 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $215,000 | +1.9% | 6,310 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $211,000 | -3.2% | 6,310 | -8.2% | 0.01% | -8.3% |
| Q2 2017 | $218,000 | +6.3% | 6,873 | 0.0% | 0.01% | +9.1% |
| Q1 2017 | $205,000 | +1181.2% | 6,873 | +1184.7% | 0.01% | +1000.0% |
| Q1 2015 | $16,000 | – | 535 | – | 0.00% | – |
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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% |