SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410 | -17.7% | 12,075 | -13.6% | 0.10% | -12.8% |
Q2 2023 | $498 | +0.2% | 13,983 | -2.0% | 0.12% | -6.4% |
Q1 2023 | $497 | -9.0% | 14,269 | -15.8% | 0.12% | -13.8% |
Q4 2022 | $546 | -99.9% | 16,945 | +7.3% | 0.14% | -20.3% |
Q3 2022 | $444,000 | -60.9% | 15,790 | -56.2% | 0.18% | -58.4% |
Q2 2022 | $1,135,000 | +79.9% | 36,077 | +110.0% | 0.44% | +109.6% |
Q1 2022 | $631,000 | -4.5% | 17,183 | +1.0% | 0.21% | +4.0% |
Q4 2021 | $661,000 | +1.2% | 17,007 | +0.9% | 0.20% | -7.4% |
Q3 2021 | $653,000 | +7.4% | 16,861 | +9.4% | 0.22% | +9.6% |
Q2 2021 | $608,000 | +5.9% | 15,415 | +1.0% | 0.20% | -19.2% |
Q1 2021 | $574,000 | +11.2% | 15,265 | +6.5% | 0.24% | +2.9% |
Q4 2020 | $516,000 | +28.7% | 14,328 | +12.1% | 0.24% | +15.0% |
Q3 2020 | $401,000 | +9.3% | 12,787 | +3.7% | 0.21% | +1.0% |
Q2 2020 | $367,000 | +17.6% | 12,331 | +2.1% | 0.20% | -1.9% |
Q1 2020 | $312,000 | -20.2% | 12,081 | +4.0% | 0.21% | +3.5% |
Q4 2019 | $391,000 | +35.8% | 11,621 | +28.8% | 0.20% | +24.7% |
Q3 2019 | $288,000 | +2.9% | 9,024 | +3.3% | 0.16% | 0.0% |
Q2 2019 | $280,000 | +17.2% | 8,733 | +14.3% | 0.16% | +12.5% |
Q1 2019 | $239,000 | – | 7,642 | – | 0.14% | – |
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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% |