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 | $385 | -99.9% | 11,350 | 0.0% | 0.19% | -3.0% |
| Q2 2023 | $404,628 | +44.4% | 11,350 | +41.0% | 0.20% | +38.7% |
| Q1 2023 | $280,140 | +405900.0% | 8,050 | +274.4% | 0.14% | +294.4% |
| Q4 2022 | $69 | -99.9% | 2,150 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $60,000 | -11.8% | 2,150 | 0.0% | 0.03% | -8.3% |
| Q2 2022 | $68,000 | -13.9% | 2,150 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $79,000 | -86.7% | 2,150 | -85.9% | 0.04% | -83.5% |
| Q4 2021 | $592,000 | +13.8% | 15,237 | +13.4% | 0.22% | +7.9% |
| Q3 2021 | $520,000 | 0.0% | 13,437 | +1.8% | 0.20% | -1.5% |
| Q2 2021 | $520,000 | +2.2% | 13,193 | -2.5% | 0.20% | -6.0% |
| Q1 2021 | $509,000 | +2.4% | 13,538 | -1.9% | 0.22% | -5.6% |
| Q4 2020 | $497,000 | +32.5% | 13,798 | +15.7% | 0.23% | +12.1% |
| Q3 2020 | $375,000 | -1.6% | 11,928 | -7.0% | 0.21% | -5.1% |
| Q2 2020 | $381,000 | +14.1% | 12,823 | -0.9% | 0.22% | -5.2% |
| Q1 2020 | $334,000 | -20.7% | 12,940 | +3.4% | 0.23% | -3.4% |
| Q4 2019 | $421,000 | +20.6% | 12,520 | +14.4% | 0.24% | +15.6% |
| Q3 2019 | $349,000 | +16.7% | 10,944 | +17.3% | 0.20% | +14.5% |
| Q2 2019 | $299,000 | +3.1% | 9,326 | +0.5% | 0.18% | -1.1% |
| Q1 2019 | $290,000 | -99.9% | 9,277 | -0.5% | 0.18% | -3.7% |
| Q4 2018 | $264,250,000 | -1.9% | 9,321 | +16.0% | 0.19% | +20.5% |
| Q3 2018 | $269,313,000 | -11.2% | 8,032 | -12.4% | 0.16% | -15.7% |
| Q2 2018 | $303,201,000 | -8.1% | 9,174 | -6.3% | 0.18% | -5.6% |
| Q1 2018 | $329,987,000 | +24.0% | 9,789 | +23.1% | 0.20% | +24.1% |
| Q3 2017 | $266,120,000 | +8.7% | 7,951 | +3.2% | 0.16% | +6.0% |
| Q2 2017 | $244,801,000 | +8.8% | 7,703 | +2.3% | 0.15% | +7.2% |
| Q1 2017 | $224,981,000 | +8.7% | 7,532 | +0.7% | 0.14% | 0.0% |
| Q4 2016 | $207,046,000 | -2.9% | 7,480 | +1.0% | 0.14% | -5.4% |
| Q3 2016 | $213,190,000 | +71.1% | 7,405 | +61.1% | 0.15% | +63.3% |
| Q2 2016 | $124,625,000 | +106.0% | 4,597 | +106.0% | 0.09% | +91.5% |
| Q1 2016 | $60,510,000 | -3.3% | 2,232 | -1.7% | 0.05% | -4.1% |
| Q4 2015 | $62,561,000 | +60.4% | 2,270 | +59.3% | 0.05% | +58.1% |
| Q3 2015 | $39,002,000 | +524.4% | 1,425 | +595.1% | 0.03% | +520.0% |
| Q2 2015 | $6,246,000 | +158.3% | 205 | +156.2% | 0.01% | +150.0% |
| Q1 2015 | $2,418,000 | +4.5% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,313,000 | -6.8% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,482,000 | – | 80 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |