SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $903,497 | -4.7% | 26,605 | 0.0% | 0.19% | +0.5% |
Q2 2023 | $948,459 | -5.6% | 26,605 | -14.7% | 0.19% | -7.2% |
Q1 2023 | $1,005,189 | 0.0% | 31,207 | 0.0% | 0.21% | 0.0% |
Q4 2022 | $1,005,189 | +14.2% | 31,207 | -0.2% | 0.21% | -1.0% |
Q3 2022 | $880,000 | -10.6% | 31,280 | 0.0% | 0.21% | -6.7% |
Q2 2022 | $984,000 | +375.4% | 31,280 | +455.7% | 0.22% | +397.8% |
Q1 2022 | $207,000 | -83.3% | 5,629 | -82.3% | 0.04% | -83.4% |
Q4 2021 | $1,239,000 | +0.4% | 31,884 | +0.0% | 0.27% | -2.2% |
Q3 2021 | $1,234,000 | -3.4% | 31,881 | -1.5% | 0.28% | -5.8% |
Q2 2021 | $1,277,000 | -5.8% | 32,380 | -10.1% | 0.29% | -19.9% |
Q1 2021 | $1,356,000 | +4.6% | 36,034 | +0.1% | 0.37% | -6.9% |
Q4 2020 | $1,296,000 | +15.0% | 35,982 | +0.3% | 0.39% | +4.2% |
Q3 2020 | $1,127,000 | +5.4% | 35,880 | -0.1% | 0.38% | +0.5% |
Q2 2020 | $1,069,000 | -4.6% | 35,930 | -17.1% | 0.38% | -12.4% |
Q1 2020 | $1,120,000 | -19.5% | 43,355 | +4.8% | 0.43% | +1.9% |
Q4 2019 | $1,392,000 | +5.9% | 41,380 | +0.3% | 0.42% | +1.9% |
Q3 2019 | $1,314,000 | -0.5% | 41,247 | +0.2% | 0.41% | -1.4% |
Q2 2019 | $1,321,000 | +2.5% | 41,173 | 0.0% | 0.42% | +2.2% |
Q1 2019 | $1,289,000 | +8.4% | 41,173 | -1.8% | 0.41% | -3.1% |
Q4 2018 | $1,189,000 | – | 41,948 | – | 0.42% | – |
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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% |