SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 951 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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $93,828 | +15.8% | 2,913 | – | 0.04% | +12.9% |
Q3 2022 | $81,000 | -11.0% | 0 | -100.0% | 0.03% | +3.3% |
Q2 2022 | $91,000 | -14.2% | 2,882 | 0.0% | 0.03% | -6.2% |
Q1 2022 | $106,000 | -1.9% | 2,882 | +2.9% | 0.03% | -3.0% |
Q3 2021 | $108,000 | -1.8% | 2,801 | +0.1% | 0.03% | 0.0% |
Q2 2021 | $110,000 | +8.9% | 2,799 | 0.0% | 0.03% | -2.9% |
Q4 2020 | $101,000 | +14.8% | 2,799 | 0.0% | 0.03% | +3.0% |
Q3 2020 | $88,000 | +6.0% | 2,799 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $83,000 | -7.8% | 2,799 | -19.4% | 0.03% | -13.2% |
Q1 2020 | $90,000 | -28.0% | 3,473 | -6.6% | 0.04% | -5.0% |
Q4 2019 | $125,000 | +12.6% | 3,718 | +7.1% | 0.04% | +8.1% |
Q3 2019 | $111,000 | -5.1% | 3,473 | -4.8% | 0.04% | -9.8% |
Q2 2019 | $117,000 | 0.0% | 3,650 | -2.6% | 0.04% | +5.1% |
Q1 2019 | $117,000 | +4.5% | 3,746 | -5.5% | 0.04% | 0.0% |
Q4 2018 | $112,000 | -15.8% | 3,965 | +0.1% | 0.04% | -2.5% |
Q3 2018 | $133,000 | +33.0% | 3,960 | +30.6% | 0.04% | -14.9% |
Q2 2018 | $100,000 | -52.6% | 3,033 | -51.6% | 0.05% | -28.8% |
Q1 2018 | $211,000 | -0.9% | 6,261 | +0.1% | 0.07% | 0.0% |
Q4 2017 | $213,000 | +4.9% | 6,257 | +3.0% | 0.07% | +1.5% |
Q3 2017 | $203,000 | +55.0% | 6,077 | +47.8% | 0.06% | +44.4% |
Q2 2017 | $131,000 | +4.0% | 4,113 | -2.8% | 0.04% | +2.3% |
Q1 2017 | $126,000 | +10.5% | 4,233 | +2.9% | 0.04% | +7.3% |
Q4 2016 | $114,000 | -3.4% | 4,113 | 0.0% | 0.04% | -2.4% |
Q3 2016 | $118,000 | +5.4% | 4,113 | 0.0% | 0.04% | +2.4% |
Q2 2016 | $112,000 | 0.0% | 4,113 | 0.0% | 0.04% | -2.4% |
Q1 2016 | $112,000 | -24.8% | 4,113 | -23.7% | 0.04% | -17.6% |
Q4 2015 | $149,000 | +0.7% | 5,391 | 0.0% | 0.05% | -3.8% |
Q3 2015 | $148,000 | -34.2% | 5,391 | -27.1% | 0.05% | -30.3% |
Q2 2015 | $225,000 | -3.8% | 7,391 | 0.0% | 0.08% | -1.3% |
Q1 2015 | $234,000 | – | 7,391 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |