SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,088 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $483,900 | +0.8% | 12,595 | +2.4% | 0.21% | +1.5% |
Q1 2024 | $479,946 | +5.9% | 12,300 | +0.3% | 0.20% | -2.9% |
Q4 2023 | $453,314 | +4.8% | 12,265 | -3.7% | 0.21% | -1.4% |
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. | 2,508,194 | $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% |