SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,615 | -4.8% | 77 | 0.0% | 0.00% | – |
| Q2 2023 | $2,746 | +2.5% | 77 | 0.0% | 0.00% | – |
| Q1 2023 | $2,680 | +8.1% | 77 | 0.0% | 0.00% | – |
| Q4 2022 | $2,480 | +24.0% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -85.7% | 77 | -79.7% | 0.00% | -100.0% |
| Q1 2022 | $14,000 | +366.7% | 380 | +393.5% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 77 | -18.9% | 0.00% | -100.0% |
| Q4 2020 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | -66.7% | 95 | -69.8% | 0.00% | -50.0% |
| Q2 2020 | $9,000 | +350.0% | 315 | +262.1% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | -33.3% | 87 | +1.2% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | +50.0% | 86 | +14.7% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 75 | +27.1% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $2,000 | 0.0% | 59 | +3.5% | 0.00% | – |
| Q3 2018 | $2,000 | – | 57 | +1325.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |