SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 176 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,043 | -4.7% | 6,185 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $220,495 | +1.1% | 6,185 | -1.3% | 0.04% | -13.6% |
| Q1 2023 | $218,022 | -77.5% | 6,265 | -78.2% | 0.04% | -83.4% |
| Q1 2018 | $968,000 | -6.0% | 28,729 | -5.0% | 0.26% | -7.0% |
| Q4 2017 | $1,030,000 | +12.0% | 30,228 | +9.9% | 0.28% | +2.5% |
| Q3 2017 | $920,000 | +12.1% | 27,499 | +6.5% | 0.28% | +6.1% |
| Q2 2017 | $821,000 | +30.7% | 25,819 | +22.8% | 0.26% | +29.7% |
| Q1 2017 | $628,000 | +19.8% | 21,019 | +11.0% | 0.20% | +10.4% |
| Q4 2016 | $524,000 | -55.1% | 18,939 | -53.3% | 0.18% | -56.4% |
| Q3 2016 | $1,168,000 | +6.2% | 40,569 | 0.0% | 0.42% | +6.1% |
| Q2 2016 | $1,100,000 | -48.5% | 40,569 | -48.5% | 0.40% | -49.0% |
| Q1 2016 | $2,135,000 | -1.7% | 78,769 | 0.0% | 0.78% | -4.2% |
| Q4 2015 | $2,171,000 | -11.4% | 78,769 | -12.0% | 0.81% | -8.8% |
| Q3 2015 | $2,449,000 | -17.7% | 89,469 | -8.4% | 0.89% | -10.2% |
| Q2 2015 | $2,976,000 | +2.1% | 97,669 | +1.3% | 0.99% | +3.9% |
| Q1 2015 | $2,915,000 | +121.2% | 96,439 | +111.5% | 0.95% | +116.1% |
| Q4 2014 | $1,318,000 | -10.5% | 45,594 | -4.0% | 0.44% | -16.8% |
| Q3 2014 | $1,473,000 | +177.9% | 47,500 | +195.5% | 0.53% | +177.5% |
| Q2 2014 | $530,000 | – | 16,075 | – | 0.19% | – |
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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% |