SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,838,421 | -4.7% | 83,581 | 0.0% | 0.07% | -2.7% |
Q2 2023 | $2,979,673 | +2.5% | 83,581 | +0.1% | 0.08% | -3.8% |
Q1 2023 | $2,906,144 | +8.0% | 83,510 | 0.0% | 0.08% | 0.0% |
Q4 2022 | $2,689,854 | +486.0% | 83,510 | +412.2% | 0.08% | +358.8% |
Q3 2022 | $459,000 | -10.5% | 16,304 | 0.0% | 0.02% | -5.6% |
Q2 2022 | $513,000 | -14.1% | 16,304 | +0.4% | 0.02% | -5.3% |
Q1 2022 | $597,000 | -5.4% | 16,246 | +0.0% | 0.02% | -5.0% |
Q4 2021 | $631,000 | +1.3% | 16,238 | +0.9% | 0.02% | -9.1% |
Q3 2021 | $623,000 | -1.9% | 16,094 | 0.0% | 0.02% | -15.4% |
Q2 2021 | $635,000 | +9.9% | 16,094 | +0.3% | 0.03% | 0.0% |
Q1 2021 | $578,000 | +15.4% | 16,039 | +0.6% | 0.03% | +4.0% |
Q4 2020 | $501,000 | 0.0% | 15,948 | 0.0% | 0.02% | -7.4% |
Q3 2020 | $501,000 | +5.7% | 15,948 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $474,000 | +15.3% | 15,948 | +0.3% | 0.03% | -3.6% |
Q1 2020 | $411,000 | -23.2% | 15,897 | 0.0% | 0.03% | -15.2% |
Q4 2019 | $535,000 | +6.6% | 15,897 | +0.9% | 0.03% | -8.3% |
Q3 2019 | $502,000 | -20.9% | 15,763 | -20.3% | 0.04% | -25.0% |
Q2 2019 | $635,000 | +2.6% | 19,783 | 0.0% | 0.05% | -4.0% |
Q1 2019 | $619,000 | +10.3% | 19,783 | 0.0% | 0.05% | -5.7% |
Q4 2018 | $561,000 | – | 19,783 | – | 0.05% | – |
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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% |