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 | $522,712 | +12.5% | 15,392 | +18.1% | 0.11% | +4.8% |
| Q2 2023 | $464,733 | -3.3% | 13,036 | -5.6% | 0.10% | -7.9% |
| Q1 2023 | $480,657 | -11.5% | 13,812 | -18.1% | 0.11% | -13.6% |
| Q4 2022 | $543,400 | +40.1% | 16,872 | +22.0% | 0.13% | +18.9% |
| Q3 2022 | $388,000 | -11.6% | 13,824 | -1.2% | 0.11% | -9.8% |
| Q2 2022 | $439,000 | -13.4% | 13,989 | +1.2% | 0.12% | -1.6% |
| Q1 2022 | $507,000 | -5.2% | 13,821 | +0.3% | 0.12% | +2.5% |
| Q4 2021 | $535,000 | 0.0% | 13,773 | -0.4% | 0.12% | -10.9% |
| Q3 2021 | $535,000 | +5.7% | 13,830 | +7.7% | 0.14% | +2.2% |
| Q2 2021 | $506,000 | +5.0% | 12,837 | 0.0% | 0.13% | -2.9% |
| Q1 2021 | $482,000 | +2.8% | 12,837 | -1.5% | 0.14% | +29.0% |
| Q4 2020 | $469,000 | +11.1% | 13,037 | -3.1% | 0.11% | -6.1% |
| Q3 2020 | $422,000 | +9.0% | 13,448 | +3.3% | 0.11% | -3.4% |
| Q2 2020 | $387,000 | +15.2% | 13,017 | +0.0% | 0.12% | -10.6% |
| Q1 2020 | $336,000 | -55.2% | 13,015 | -41.7% | 0.13% | -48.6% |
| Q4 2019 | $750,000 | -29.1% | 22,315 | -32.8% | 0.26% | -34.1% |
| Q3 2019 | $1,058,000 | -42.4% | 33,221 | -42.0% | 0.39% | -44.3% |
| Q2 2019 | $1,837,000 | -7.0% | 57,255 | -9.3% | 0.70% | -9.8% |
| Q1 2019 | $1,975,000 | -40.7% | 63,095 | -46.3% | 0.78% | -46.9% |
| Q4 2018 | $3,328,000 | -30.4% | 117,400 | -17.7% | 1.46% | -21.0% |
| Q3 2018 | $4,784,000 | – | 142,685 | – | 1.85% | – |
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% |