SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $912,889 | +56.6% | 23,760 | +59.0% | 0.00% | – |
| Q1 2024 | $583,038 | -27.4% | 14,942 | -31.2% | 0.00% | – |
| Q4 2023 | $803,236 | -33.5% | 21,732 | -38.9% | 0.00% | -100.0% |
| Q3 2023 | $1,208,754 | +104.0% | 35,593 | +114.1% | 0.00% | – |
| Q2 2023 | $592,594 | -53.4% | 16,622 | -54.5% | 0.00% | -100.0% |
| Q1 2023 | $1,270,359 | +256.8% | 36,504 | +188.3% | 0.00% | – |
| Q3 2022 | $356,000 | +35.4% | 12,660 | +51.3% | 0.00% | – |
| Q2 2022 | $263,000 | -62.6% | 8,369 | -56.3% | 0.00% | – |
| Q1 2022 | $704,000 | -33.0% | 19,165 | -29.1% | 0.00% | -100.0% |
| Q4 2021 | $1,051,000 | +55.2% | 27,030 | +54.4% | 0.00% | – |
| Q3 2021 | $677,000 | -34.3% | 17,504 | -33.0% | 0.00% | -100.0% |
| Q2 2021 | $1,030,000 | +208.4% | 26,119 | +194.4% | 0.00% | – |
| Q1 2021 | $334,000 | -37.9% | 8,873 | -40.6% | 0.00% | – |
| Q4 2020 | $538,000 | +131.9% | 14,938 | +102.5% | 0.00% | – |
| Q3 2020 | $232,000 | -63.2% | 7,377 | -65.2% | 0.00% | -100.0% |
| Q2 2020 | $631,000 | +15.6% | 21,220 | +21.7% | 0.00% | – |
| Q1 2019 | $546,000 | +96.4% | 17,443 | +107.1% | 0.00% | – |
| Q2 2018 | $278,000 | -22.3% | 8,422 | -20.8% | 0.00% | – |
| Q1 2018 | $358,000 | – | 10,632 | – | 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% |