SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 716 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,571,644 | +1890.2% | 145,019 | +1927.4% | 0.10% | +578.6% |
| Q1 2024 | $279,953 | -16.0% | 7,153 | -20.6% | 0.01% | -22.2% |
| Q4 2023 | $333,143 | +225.7% | 9,014 | +199.3% | 0.02% | +500.0% |
| Q3 2023 | $102,288 | +164.2% | 3,012 | +177.3% | 0.00% | +50.0% |
| Q2 2023 | $38,716 | +3.9% | 1,086 | +1.4% | 0.00% | -33.3% |
| Q1 2023 | $37,271 | -14.0% | 1,071 | -20.4% | 0.00% | 0.0% |
| Q4 2022 | $43,322 | -39.8% | 1,345 | -47.4% | 0.00% | -57.1% |
| Q3 2022 | $72,000 | -10.0% | 2,559 | +0.4% | 0.01% | +16.7% |
| Q2 2022 | $80,000 | -42.4% | 2,548 | -32.9% | 0.01% | -33.3% |
| Q1 2022 | $139,000 | +6.9% | 3,795 | +13.1% | 0.01% | 0.0% |
| Q4 2021 | $130,000 | +39.8% | 3,355 | +39.3% | 0.01% | +28.6% |
| Q3 2021 | $93,000 | +1760.0% | 2,408 | +1873.8% | 0.01% | – |
| Q2 2021 | $5,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 122 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -98.8% | 122 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $320,000 | +30.6% | 12,376 | +42.9% | 0.05% | +23.7% |
| Q4 2018 | $245,000 | – | 8,659 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,496,545 | $75,271,000 | 23.28% |
| SVB Investment Services Inc. | 587,750 | $17,486,000 | 16.01% |
| Matrix Trust Co | 1,915,821 | $56,996,000 | 14.53% |
| Evergreen Advisors, LLC | 850,890 | $25,314,000 | 12.27% |
| Personal Capital Advisors Corp | 48,455,651 | $1,441,556,000 | 11.90% |
| Northwest Capital Management Inc | 424,716 | $12,636,000 | 11.09% |
| Adams Chetwood Wealth Management LLC | 326,115 | $9,702,000 | 9.86% |
| Harborview Advisors, LLC | 395,108 | $11,754,000 | 9.72% |
| APPLETON GROUP, LLC | 264,626 | $7,873,000 | 9.48% |
| Callan Capital, LLC | 1,267,813 | $37,717,000 | 9.46% |