SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,650 | -2.3% | 12,740 | +2.5% | 0.21% | +1.9% |
| Q2 2023 | $442,951 | +100115.2% | 12,425 | -2.2% | 0.21% | +3.5% |
| Q1 2023 | $442 | +8.1% | 12,710 | 0.0% | 0.20% | +5.8% |
| Q4 2022 | $409 | -99.9% | 12,710 | -3.8% | 0.19% | +2.7% |
| Q3 2022 | $372,000 | -17.5% | 13,210 | -8.0% | 0.19% | -9.7% |
| Q2 2022 | $451,000 | -14.4% | 14,360 | 0.0% | 0.21% | -1.0% |
| Q1 2022 | $527,000 | -5.6% | 14,360 | 0.0% | 0.21% | -1.4% |
| Q4 2021 | $558,000 | +1.3% | 14,360 | +0.9% | 0.21% | -7.5% |
| Q3 2021 | $551,000 | -1.8% | 14,235 | +0.2% | 0.23% | +4.6% |
| Q2 2021 | $561,000 | -0.5% | 14,210 | -5.2% | 0.22% | -8.8% |
| Q1 2021 | $564,000 | +3.5% | 14,985 | -1.0% | 0.24% | -2.0% |
| Q4 2020 | $545,000 | +11.9% | 15,135 | -2.4% | 0.24% | +2.5% |
| Q3 2020 | $487,000 | +5.9% | 15,510 | +0.2% | 0.24% | -4.0% |
| Q2 2020 | $460,000 | -15.1% | 15,475 | -26.2% | 0.25% | -19.7% |
| Q1 2020 | $542,000 | -21.6% | 20,975 | +2.0% | 0.31% | -1.0% |
| Q4 2019 | $691,000 | +8.5% | 20,560 | +2.9% | 0.31% | +2.3% |
| Q3 2019 | $637,000 | +13.1% | 19,980 | +13.9% | 0.30% | +13.0% |
| Q2 2019 | $563,000 | +2.4% | 17,545 | -0.1% | 0.27% | +0.7% |
| Q1 2019 | $550,000 | +9.6% | 17,570 | -0.8% | 0.27% | -1.8% |
| Q4 2018 | $502,000 | -7.9% | 17,705 | +9.0% | 0.27% | +4.6% |
| Q3 2018 | $545,000 | -5.5% | 16,250 | -6.9% | 0.26% | -8.1% |
| Q2 2018 | $577,000 | -4.6% | 17,450 | -2.8% | 0.28% | -2.4% |
| Q1 2018 | $605,000 | +31.2% | 17,945 | +32.7% | 0.29% | +35.3% |
| Q4 2017 | $461,000 | +10.6% | 13,520 | +8.4% | 0.22% | +8.0% |
| Q3 2017 | $417,000 | +59.8% | 12,470 | +51.7% | 0.20% | +45.3% |
| Q2 2017 | $261,000 | – | 8,220 | – | 0.14% | – |
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% |