SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 899 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $9,781,357 | +5.3% | 264,647 | -3.2% | 0.14% | -6.2% |
Q3 2023 | $9,289,192 | +6.6% | 273,533 | +11.9% | 0.14% | +5.8% |
Q2 2023 | $8,714,198 | +3.5% | 244,438 | +1.1% | 0.14% | -2.1% |
Q1 2023 | $8,415,790 | +27.1% | 241,833 | +17.6% | 0.14% | +16.7% |
Q4 2022 | $6,622,175 | -13.4% | 205,594 | -24.4% | 0.12% | -40.6% |
Q3 2022 | $7,651,000 | -6.5% | 272,004 | +4.5% | 0.20% | +8.6% |
Q2 2022 | $8,186,000 | -15.2% | 260,283 | -1.0% | 0.19% | -3.6% |
Q1 2022 | $9,658,000 | -1.6% | 263,005 | +4.2% | 0.19% | -3.0% |
Q4 2021 | $9,815,000 | -38.1% | 252,520 | -38.4% | 0.20% | -35.6% |
Q3 2021 | $15,856,000 | +76.9% | 409,726 | +80.4% | 0.31% | +45.8% |
Q2 2021 | $8,962,000 | +22.6% | 227,168 | +16.9% | 0.21% | +5.5% |
Q1 2021 | $7,309,000 | -8.2% | 194,285 | -12.2% | 0.20% | -21.2% |
Q4 2020 | $7,965,000 | +21.2% | 221,197 | +5.7% | 0.26% | +3.2% |
Q3 2020 | $6,572,000 | +18.7% | 209,299 | +12.5% | 0.25% | +4.7% |
Q2 2020 | $5,536,000 | +18.5% | 186,069 | +1.2% | 0.24% | -6.0% |
Q1 2020 | $4,673,000 | -21.1% | 183,906 | +4.3% | 0.25% | -0.8% |
Q4 2019 | $5,925,000 | +7.0% | 176,405 | +1.5% | 0.25% | +3.3% |
Q3 2019 | $5,538,000 | +3.6% | 173,793 | +4.3% | 0.24% | +2.9% |
Q2 2019 | $5,346,000 | +4.3% | 166,638 | +2.0% | 0.24% | -6.7% |
Q1 2019 | $5,127,000 | +14.5% | 163,395 | +3.4% | 0.26% | -2.7% |
Q4 2018 | $4,477,000 | -10.1% | 157,949 | +6.5% | 0.26% | +7.4% |
Q3 2018 | $4,980,000 | +13.1% | 148,358 | +11.3% | 0.24% | -3.9% |
Q2 2018 | $4,403,000 | -4.2% | 133,333 | -2.4% | 0.25% | -8.3% |
Q1 2018 | $4,598,000 | -2.9% | 136,552 | -1.7% | 0.28% | -4.2% |
Q4 2017 | $4,735,000 | +19.6% | 138,852 | +17.5% | 0.29% | +20.9% |
Q3 2017 | $3,958,000 | +6.5% | 118,203 | +1.0% | 0.24% | +2.6% |
Q2 2017 | $3,717,000 | +1375.0% | 116,984 | +1151.6% | 0.23% | +1065.0% |
Q2 2016 | $252,000 | – | 9,347 | – | 0.02% | – |
Download |
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% |