SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $237,628 | +2.7% | 6,185 | +4.3% | 0.03% | -22.0% |
| Q1 2024 | $231,448 | +1.2% | 5,932 | -4.1% | 0.04% | +10.8% |
| Q4 2023 | $228,598 | +8.8% | 6,185 | 0.0% | 0.04% | -2.6% |
| 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. | 2,508,194 | $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% |