SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 976 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,133 | +3.2% | 81,559 | +4.8% | 0.84% | -0.5% |
Q1 2024 | $3,035 | +5.9% | 77,788 | +0.3% | 0.84% | -3.0% |
Q4 2023 | $2,867 | +10.7% | 77,572 | +1.7% | 0.87% | -1.6% |
Q3 2023 | $2,591 | -1.8% | 76,288 | +3.1% | 0.88% | +5.9% |
Q2 2023 | $2,638 | +7.0% | 73,997 | +4.4% | 0.84% | +1.8% |
Q1 2023 | $2,466 | +1015.8% | 70,852 | +934.8% | 0.82% | +926.2% |
Q4 2022 | $221 | -100.0% | 6,847 | -90.8% | 0.08% | -89.5% |
Q2 2022 | $2,339,000 | -13.1% | 74,359 | +1.4% | 0.76% | +7.8% |
Q1 2022 | $2,693,000 | +0.1% | 73,344 | +6.0% | 0.71% | +5.8% |
Q4 2021 | $2,689,000 | +6.3% | 69,186 | +5.9% | 0.67% | -2.5% |
Q3 2021 | $2,529,000 | +3.8% | 65,353 | +5.8% | 0.69% | +1.8% |
Q2 2021 | $2,436,000 | +6.6% | 61,752 | +1.7% | 0.67% | -0.6% |
Q1 2021 | $2,285,000 | +0.8% | 60,749 | -3.5% | 0.68% | -7.6% |
Q4 2020 | $2,266,000 | +20.0% | 62,921 | +4.6% | 0.73% | +4.4% |
Q3 2020 | $1,888,000 | +7.9% | 60,133 | +2.2% | 0.70% | -1.4% |
Q2 2020 | $1,750,000 | +13.7% | 58,810 | -1.3% | 0.71% | -7.4% |
Q1 2020 | $1,539,000 | -18.1% | 59,566 | +6.6% | 0.77% | -2.2% |
Q4 2019 | $1,879,000 | +4.4% | 55,880 | -1.1% | 0.79% | -8.0% |
Q3 2019 | $1,799,000 | +6.3% | 56,480 | +7.0% | 0.86% | +3.5% |
Q2 2019 | $1,693,000 | +2.7% | 52,769 | +0.3% | 0.83% | +5.0% |
Q1 2019 | $1,648,000 | +11.3% | 52,627 | +0.8% | 0.79% | +6.5% |
Q4 2018 | $1,481,000 | -58.5% | 52,227 | -51.0% | 0.74% | -52.3% |
Q3 2018 | $3,572,000 | -14.1% | 106,524 | -15.3% | 1.55% | -19.0% |
Q2 2018 | $4,158,000 | -21.1% | 125,813 | -19.5% | 1.91% | -23.2% |
Q1 2018 | $5,271,000 | +1.9% | 156,364 | +3.0% | 2.49% | -3.1% |
Q4 2017 | $5,172,000 | +2.5% | 151,810 | +0.7% | 2.57% | +1.3% |
Q3 2017 | $5,044,000 | +12.1% | 150,696 | +6.5% | 2.54% | +5.6% |
Q2 2017 | $4,498,000 | +9.0% | 141,534 | +2.5% | 2.40% | +5.0% |
Q1 2017 | $4,125,000 | +30.0% | 138,102 | +20.5% | 2.29% | +15.7% |
Q4 2016 | $3,173,000 | +7.5% | 114,628 | +11.8% | 1.98% | +2.4% |
Q3 2016 | $2,951,000 | – | 102,500 | – | 1.93% | – |
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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% |