SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,709 | -4.7% | 11,829 | 0.0% | 0.23% | +3.2% |
| Q2 2023 | $421,699 | +2.4% | 11,829 | 0.0% | 0.22% | -2.6% |
| Q1 2023 | $411,645 | +8.0% | 11,829 | 0.0% | 0.23% | +3.6% |
| Q4 2022 | $381,008 | +14.4% | 11,829 | 0.0% | 0.22% | +5.8% |
| Q3 2022 | $333,000 | -10.5% | 11,829 | 0.0% | 0.21% | -7.1% |
| Q2 2022 | $372,000 | -14.3% | 11,829 | 0.0% | 0.22% | +6.2% |
| Q1 2022 | $434,000 | -5.7% | 11,829 | 0.0% | 0.21% | +0.5% |
| Q4 2021 | $460,000 | +0.4% | 11,829 | 0.0% | 0.21% | -9.5% |
| Q3 2021 | $458,000 | -1.9% | 11,829 | 0.0% | 0.23% | -0.9% |
| Q2 2021 | $467,000 | +5.2% | 11,829 | +0.1% | 0.23% | -1.3% |
| Q1 2021 | $444,000 | +1.8% | 11,812 | -2.5% | 0.24% | -2.5% |
| Q4 2020 | $436,000 | +14.4% | 12,119 | 0.0% | 0.24% | +3.0% |
| Q3 2020 | $381,000 | +5.5% | 12,119 | 0.0% | 0.24% | -6.3% |
| Q2 2020 | $361,000 | +15.3% | 12,119 | 0.0% | 0.25% | +0.4% |
| Q1 2020 | $313,000 | -27.7% | 12,119 | -6.0% | 0.25% | -11.9% |
| Q4 2019 | $433,000 | +6.9% | 12,889 | +1.4% | 0.28% | -0.7% |
| Q3 2019 | $405,000 | +0.5% | 12,709 | +1.2% | 0.29% | +1.1% |
| Q2 2019 | $403,000 | +19.9% | 12,559 | +16.9% | 0.28% | +14.5% |
| Q1 2019 | $336,000 | – | 10,746 | – | 0.25% | – |
Download | ||||||
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% |