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 | $296,954 | -4.6% | 8,744 | +0.1% | 0.07% | -6.8% |
| Q2 2023 | $311,376 | +52.6% | 8,734 | +48.9% | 0.07% | +34.5% |
| Q1 2023 | $204,062 | -3.4% | 5,864 | -10.6% | 0.06% | -9.8% |
| Q4 2022 | $211,255 | +15.4% | 6,559 | +0.7% | 0.06% | +5.2% |
| Q3 2022 | $183,000 | -49.6% | 6,513 | -43.6% | 0.06% | -47.7% |
| Q2 2022 | $363,000 | +12.4% | 11,557 | +31.4% | 0.11% | +29.1% |
| Q1 2022 | $323,000 | +204.7% | 8,795 | +222.4% | 0.09% | +230.8% |
| Q4 2021 | $106,000 | -37.3% | 2,728 | -37.6% | 0.03% | -48.0% |
| Q3 2021 | $169,000 | -2.9% | 4,369 | -1.1% | 0.05% | 0.0% |
| Q2 2021 | $174,000 | +1.8% | 4,418 | -3.0% | 0.05% | -3.8% |
| Q1 2021 | $171,000 | 0.0% | 4,554 | -4.2% | 0.05% | -3.7% |
| Q4 2020 | $171,000 | +11.0% | 4,756 | -3.1% | 0.05% | 0.0% |
| Q3 2020 | $154,000 | -45.6% | 4,909 | -48.4% | 0.05% | -41.9% |
| Q2 2020 | $283,000 | +9.7% | 9,512 | -4.7% | 0.09% | -5.1% |
| Q1 2020 | $258,000 | -17.0% | 9,982 | +7.9% | 0.10% | +7.7% |
| Q4 2019 | $311,000 | +193.4% | 9,253 | +178.6% | 0.09% | +167.6% |
| Q3 2019 | $106,000 | +6.0% | 3,321 | +7.0% | 0.03% | +6.2% |
| Q2 2019 | $100,000 | -12.3% | 3,104 | -14.8% | 0.03% | -15.8% |
| Q1 2019 | $114,000 | +10.7% | 3,643 | +0.4% | 0.04% | +2.7% |
| Q4 2018 | $103,000 | -6.4% | 3,627 | +10.2% | 0.04% | -2.6% |
| Q3 2018 | $110,000 | +1.9% | 3,290 | +0.7% | 0.04% | -5.0% |
| Q2 2018 | $108,000 | -1.8% | 3,266 | 0.0% | 0.04% | -4.8% |
| Q1 2018 | $110,000 | -6.8% | 3,266 | -5.4% | 0.04% | -2.3% |
| Q4 2017 | $118,000 | +1.7% | 3,451 | 0.0% | 0.04% | -4.4% |
| Q3 2017 | $116,000 | -20.0% | 3,451 | -24.3% | 0.04% | -25.0% |
| Q2 2017 | $145,000 | +18.9% | 4,557 | +12.0% | 0.06% | +15.4% |
| Q1 2017 | $122,000 | +67.1% | 4,069 | +54.4% | 0.05% | +62.5% |
| Q4 2016 | $73,000 | -5.2% | 2,636 | -0.8% | 0.03% | -8.6% |
| Q3 2016 | $77,000 | +6.9% | 2,658 | -0.4% | 0.04% | 0.0% |
| Q2 2016 | $72,000 | 0.0% | 2,669 | 0.0% | 0.04% | -2.8% |
| Q1 2016 | $72,000 | +10.8% | 2,669 | +12.9% | 0.04% | +12.5% |
| Q4 2015 | $65,000 | 0.0% | 2,365 | -1.0% | 0.03% | -13.5% |
| Q3 2015 | $65,000 | – | 2,390 | – | 0.04% | – |
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% |