SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,141,944 | -4.8% | 239,751 | -0.1% | 1.50% | +2.6% |
Q2 2023 | $8,551,509 | +0.1% | 239,874 | -2.3% | 1.46% | -5.8% |
Q1 2023 | $8,547,228 | +5.7% | 245,610 | -2.2% | 1.55% | +0.3% |
Q4 2022 | $8,088,768 | +16.1% | 251,126 | +1.4% | 1.55% | +7.5% |
Q3 2022 | $6,967,000 | -11.6% | 247,676 | -1.2% | 1.44% | -3.2% |
Q2 2022 | $7,881,000 | -16.1% | 250,584 | -2.0% | 1.49% | -3.8% |
Q1 2022 | $9,394,000 | -9.1% | 255,828 | -3.8% | 1.54% | +0.1% |
Q4 2021 | $10,339,000 | -0.2% | 265,996 | -0.6% | 1.54% | -8.7% |
Q3 2021 | $10,361,000 | -1.7% | 267,727 | +0.2% | 1.69% | -2.9% |
Q2 2021 | $10,539,000 | +4.7% | 267,154 | -0.2% | 1.74% | -2.8% |
Q1 2021 | $10,070,000 | +1.7% | 267,676 | -2.6% | 1.79% | -2.6% |
Q4 2020 | $9,897,000 | +13.1% | 274,841 | -1.4% | 1.84% | +0.1% |
Q3 2020 | $8,750,000 | +2.5% | 278,662 | -2.9% | 1.84% | -6.2% |
Q2 2020 | $8,540,000 | +3781.8% | 287,071 | +3268.2% | 1.96% | +3277.6% |
Q1 2020 | $220,000 | -41.3% | 8,523 | -23.6% | 0.06% | -34.1% |
Q4 2019 | $375,000 | +3.6% | 11,158 | -1.7% | 0.09% | -6.4% |
Q3 2019 | $362,000 | +7.4% | 11,353 | +8.1% | 0.09% | +6.8% |
Q2 2019 | $337,000 | +21.7% | 10,501 | +18.7% | 0.09% | +14.3% |
Q1 2019 | $277,000 | +28.8% | 8,846 | +16.5% | 0.08% | +13.2% |
Q4 2018 | $215,000 | +6.4% | 7,596 | +25.8% | 0.07% | +23.6% |
Q3 2018 | $202,000 | – | 6,036 | – | 0.06% | – |
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% |