SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2022 | $121,000 | -6.2% | 3,306 | 0.0% | 0.00% | – |
| Q4 2021 | $129,000 | +0.8% | 3,306 | 0.0% | 0.00% | – |
| Q3 2021 | $128,000 | -21.0% | 3,306 | -19.7% | 0.00% | – |
| Q2 2021 | $162,000 | +20.0% | 4,117 | +14.7% | 0.00% | – |
| Q1 2021 | $135,000 | +13.4% | 3,588 | +8.5% | 0.00% | – |
| Q4 2020 | $119,000 | +120.4% | 3,306 | +59.1% | 0.00% | – |
| Q1 2020 | $54,000 | -27.0% | 2,078 | -10.5% | 0.00% | – |
| Q2 2019 | $74,000 | -59.8% | 2,322 | -60.6% | 0.00% | – |
| Q1 2019 | $184,000 | -9.4% | 5,900 | -17.9% | 0.00% | – |
| Q4 2018 | $203,000 | +651.9% | 7,188 | +796.3% | 0.00% | – |
| Q3 2018 | $27,000 | -54.2% | 802 | -54.8% | 0.00% | – |
| Q2 2018 | $59,000 | – | 1,773 | – | 0.00% | – |
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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% |