SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,521,000 | -6.2% | 54,058 | +4.8% | 0.06% | -4.4% |
| Q2 2022 | $1,622,000 | +231.7% | 51,575 | +289.6% | 0.07% | +257.9% |
| Q1 2022 | $489,000 | -43.6% | 13,238 | -40.3% | 0.02% | -53.7% |
| Q4 2021 | $867,000 | +97.5% | 22,175 | +95.5% | 0.04% | +95.2% |
| Q3 2021 | $439,000 | -4.4% | 11,341 | -2.5% | 0.02% | 0.0% |
| Q2 2021 | $459,000 | +5.0% | 11,637 | +0.1% | 0.02% | -8.7% |
| Q1 2021 | $437,000 | +4.5% | 11,626 | +0.2% | 0.02% | +4.5% |
| Q4 2020 | $418,000 | -9.9% | 11,605 | -38.0% | 0.02% | -47.6% |
| Q1 2020 | $464,000 | -49.3% | 18,719 | -31.2% | 0.04% | -36.4% |
| Q4 2019 | $916,000 | -60.9% | 27,227 | -63.3% | 0.07% | -62.9% |
| Q3 2019 | $2,340,000 | -25.4% | 74,116 | -24.0% | 0.18% | -24.6% |
| Q2 2019 | $3,137,000 | +147.4% | 97,581 | +141.9% | 0.24% | +120.6% |
| Q1 2019 | $1,268,000 | +31.3% | 40,347 | +19.3% | 0.11% | +24.4% |
| Q4 2018 | $966,000 | -29.0% | 33,816 | -16.7% | 0.09% | -49.4% |
| Q3 2018 | $1,360,000 | +70.0% | 40,582 | +67.6% | 0.17% | +19.7% |
| Q2 2018 | $800,000 | -28.1% | 24,210 | -26.7% | 0.14% | +108.8% |
| Q1 2018 | $1,112,000 | +36.6% | 33,016 | +38.2% | 0.07% | -20.0% |
| Q4 2017 | $814,000 | +34.3% | 23,898 | +31.9% | 0.08% | -14.1% |
| Q3 2017 | $606,000 | +20.2% | 18,116 | +14.1% | 0.10% | +37.5% |
| Q2 2017 | $504,000 | +7.5% | 15,874 | -6.3% | 0.07% | -5.3% |
| Q4 2016 | $469,000 | -3.9% | 16,936 | 0.0% | 0.08% | +8.6% |
| Q3 2016 | $488,000 | -33.7% | 16,936 | -37.6% | 0.07% | -49.6% |
| Q2 2016 | $736,000 | -2.4% | 27,148 | -2.4% | 0.14% | -42.3% |
| Q1 2016 | $754,000 | -2.1% | 27,811 | -0.5% | 0.24% | -53.4% |
| Q4 2015 | $770,000 | +16.0% | 27,955 | +15.3% | 0.52% | +102.7% |
| Q3 2015 | $664,000 | -99.9% | 24,243 | +4.6% | 0.26% | -26.1% |
| Q2 2015 | $706,081,000 | +5.5% | 23,173 | +4.7% | 0.34% | -7.8% |
| Q1 2015 | $669,202,000 | +2.9% | 22,137 | -1.6% | 0.37% | +24.3% |
| Q4 2014 | $650,070,000 | +7.9% | 22,486 | +15.8% | 0.30% | -4.4% |
| Q3 2014 | $602,501,000 | -9.1% | 19,423 | -3.4% | 0.32% | -3.4% |
| Q2 2014 | $662,898,000 | – | 20,100 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |