SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,666,148 | +69.7% | 331,144 | +93.5% | 15.64% | +78.8% |
| Q1 2022 | $6,286,000 | +2951.5% | 171,178 | +3134.0% | 8.75% | +4127.1% |
| Q4 2021 | $206,000 | -96.9% | 5,293 | -96.9% | 0.21% | -96.4% |
| Q3 2021 | $6,662,000 | -45.0% | 172,132 | -44.0% | 5.73% | -38.4% |
| Q2 2021 | $12,116,000 | +1383.0% | 307,131 | +1313.7% | 9.30% | +770.9% |
| Q1 2021 | $817,000 | -91.7% | 21,725 | -92.1% | 1.07% | -88.9% |
| Q4 2020 | $9,843,000 | +13.6% | 273,347 | -1.0% | 9.60% | -29.2% |
| Q3 2020 | $8,666,000 | +10.1% | 275,980 | +4.3% | 13.57% | +43.2% |
| Q2 2020 | $7,873,000 | +12.0% | 264,626 | +26.6% | 9.48% | +6.3% |
| Q4 2019 | $7,027,000 | -18.3% | 208,949 | -22.6% | 8.92% | -10.7% |
| Q3 2019 | $8,605,000 | -13.8% | 270,100 | -13.2% | 9.99% | -10.4% |
| Q2 2019 | $9,986,000 | +4.7% | 311,196 | +2.2% | 11.14% | +21.4% |
| Q1 2019 | $9,536,000 | +4398.1% | 304,566 | +4707.7% | 9.18% | +3981.3% |
| Q3 2018 | $212,000 | +5.0% | 6,335 | +3.6% | 0.22% | -15.1% |
| Q2 2018 | $202,000 | -1.9% | 6,114 | +0.2% | 0.26% | +11.8% |
| Q1 2018 | $206,000 | -97.8% | 6,099 | -97.7% | 0.24% | -97.4% |
| Q4 2017 | $9,208,000 | +3.0% | 270,266 | +1.2% | 9.13% | -4.8% |
| Q3 2017 | $8,936,000 | +4.8% | 266,987 | -0.4% | 9.60% | -0.4% |
| Q2 2017 | $8,523,000 | +5.7% | 268,183 | -0.7% | 9.64% | +3.4% |
| Q1 2017 | $8,067,000 | +3.9% | 270,081 | -3.7% | 9.32% | -9.1% |
| Q4 2016 | $7,761,000 | -5.4% | 280,370 | -1.6% | 10.25% | +3.5% |
| Q3 2016 | $8,206,000 | +3406.8% | 285,040 | +3605.7% | 9.90% | +3621.8% |
| Q2 2015 | $234,000 | +5.4% | 7,692 | +4.7% | 0.27% | +12.7% |
| Q1 2015 | $222,000 | +9.9% | 7,346 | +19.8% | 0.24% | +5.4% |
| Q2 2014 | $202,000 | – | 6,130 | – | 0.22% | – |
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% |