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 | $220,503 | +4.5% | 6,493 | -0.9% | 0.05% | -1.9% |
| Q2 2023 | $211,073 | 0.0% | 6,553 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $211,073 | +0.0% | 6,553 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $211,072 | +2.5% | 6,553 | 0.0% | 0.05% | -5.4% |
| Q2 2022 | $206,000 | -14.5% | 6,553 | -0.1% | 0.06% | +7.7% |
| Q1 2022 | $241,000 | -8.4% | 6,558 | -3.2% | 0.05% | -10.3% |
| Q4 2021 | $263,000 | +3.5% | 6,773 | +3.4% | 0.06% | -3.3% |
| Q3 2021 | $254,000 | -1.9% | 6,553 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $259,000 | +10.2% | 6,553 | +4.7% | 0.06% | +1.7% |
| Q1 2021 | $235,000 | +4.4% | 6,258 | 0.0% | 0.06% | +5.3% |
| Q4 2020 | $225,000 | +10.3% | 6,258 | -3.5% | 0.06% | -3.4% |
| Q3 2020 | $204,000 | -19.7% | 6,486 | -34.0% | 0.06% | -47.3% |
| Q1 2020 | $254,000 | +6.7% | 9,831 | +38.7% | 0.11% | +27.3% |
| Q4 2019 | $238,000 | +5.3% | 7,088 | -0.2% | 0.09% | +4.8% |
| Q3 2019 | $226,000 | -0.9% | 7,100 | 0.0% | 0.08% | -2.3% |
| Q2 2019 | $228,000 | -34.9% | 7,100 | -36.5% | 0.09% | -37.7% |
| Q1 2019 | $350,000 | -40.5% | 11,180 | -46.1% | 0.14% | -49.8% |
| Q4 2018 | $588,000 | -96.0% | 20,750 | -95.3% | 0.28% | -95.4% |
| Q3 2018 | $14,841,000 | +2.0% | 442,610 | +0.5% | 5.96% | +0.6% |
| Q2 2018 | $14,556,000 | +9.2% | 440,429 | +11.4% | 5.92% | +3.9% |
| Q1 2018 | $13,333,000 | +3.2% | 395,511 | +2.4% | 5.70% | -7.1% |
| Q3 2017 | $12,924,000 | +5049.0% | 386,143 | +4784.8% | 6.14% | +4850.8% |
| Q2 2017 | $251,000 | – | 7,905 | – | 0.12% | – |
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% |