SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,444,307 | -4.0% | 837,583 | +0.8% | 0.08% | -47.4% |
| Q2 2023 | $29,615,780 | -13.5% | 830,737 | -15.5% | 0.15% | +111.0% |
| Q1 2023 | $34,219,397 | +13.1% | 983,316 | +4.7% | 0.07% | +7.4% |
| Q4 2022 | $30,256,045 | +247.5% | 939,337 | +203.4% | 0.07% | +195.7% |
| Q3 2022 | $8,708,000 | -22.2% | 309,570 | -13.0% | 0.02% | -20.7% |
| Q2 2022 | $11,188,000 | -6.1% | 355,741 | +9.7% | 0.03% | +11.5% |
| Q1 2022 | $11,910,000 | +4.6% | 324,334 | +10.8% | 0.03% | +8.3% |
| Q4 2021 | $11,382,000 | +5.2% | 292,832 | +4.7% | 0.02% | -7.7% |
| Q3 2021 | $10,822,000 | +20.4% | 279,634 | +22.7% | 0.03% | +13.0% |
| Q2 2021 | $8,990,000 | +57.3% | 227,871 | +50.0% | 0.02% | +27.8% |
| Q1 2021 | $5,714,000 | -15.1% | 151,889 | -18.7% | 0.02% | -18.2% |
| Q4 2020 | $6,730,000 | +31.2% | 186,884 | +14.4% | 0.02% | +10.0% |
| Q3 2020 | $5,131,000 | +8.9% | 163,412 | +3.2% | 0.02% | -4.8% |
| Q2 2020 | $4,711,000 | +22.0% | 158,337 | +6.0% | 0.02% | -4.5% |
| Q1 2020 | $3,860,000 | +130.4% | 149,364 | +199.8% | 0.02% | +175.0% |
| Q4 2019 | $1,675,000 | +24.2% | 49,821 | +17.7% | 0.01% | +14.3% |
| Q3 2019 | $1,349,000 | +64.5% | 42,342 | +65.8% | 0.01% | +75.0% |
| Q2 2019 | $820,000 | +35.3% | 25,540 | +32.0% | 0.00% | +33.3% |
| Q1 2019 | $606,000 | +24.2% | 19,348 | +12.3% | 0.00% | 0.0% |
| Q4 2018 | $488,000 | -20.8% | 17,223 | -6.3% | 0.00% | 0.0% |
| Q3 2018 | $616,000 | +70.6% | 18,377 | +68.0% | 0.00% | +50.0% |
| Q2 2018 | $361,000 | -25.6% | 10,936 | -24.0% | 0.00% | -33.3% |
| Q1 2018 | $485,000 | +13.3% | 14,389 | +14.6% | 0.00% | 0.0% |
| Q4 2017 | $428,000 | +107.8% | 12,558 | +104.5% | 0.00% | +200.0% |
| Q3 2017 | $206,000 | +0.5% | 6,142 | -9.5% | 0.00% | -50.0% |
| Q1 2015 | $205,000 | – | 6,786 | – | 0.00% | – |
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% |