SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,189,000 | -10.7% | 32,397 | -5.5% | 0.21% | +9.0% |
| Q4 2021 | $1,332,000 | -3.3% | 34,288 | -3.7% | 0.19% | -36.4% |
| Q3 2021 | $1,377,000 | -7.1% | 35,591 | -5.4% | 0.30% | -23.1% |
| Q2 2021 | $1,483,000 | +2.6% | 37,614 | -2.2% | 0.39% | -8.1% |
| Q1 2021 | $1,446,000 | +531.4% | 38,447 | +341.8% | 0.42% | +320.0% |
| Q1 2020 | $229,000 | -86.0% | 8,703 | -82.2% | 0.10% | -82.5% |
| Q4 2019 | $1,641,000 | +3.4% | 48,795 | -2.1% | 0.57% | -3.9% |
| Q3 2019 | $1,587,000 | -54.3% | 49,820 | -53.9% | 0.60% | -55.0% |
| Q2 2019 | $3,470,000 | -30.5% | 108,142 | -32.1% | 1.32% | -31.4% |
| Q1 2019 | $4,990,000 | +5.3% | 159,365 | -4.7% | 1.93% | -6.9% |
| Q4 2018 | $4,741,000 | +37.5% | 167,243 | +62.6% | 2.07% | +64.0% |
| Q3 2018 | $3,449,000 | -6.8% | 102,860 | -8.1% | 1.26% | -15.0% |
| Q2 2018 | $3,699,000 | -3.0% | 111,912 | -1.0% | 1.48% | -5.9% |
| Q1 2018 | $3,812,000 | -32.1% | 113,081 | -31.3% | 1.58% | -31.2% |
| Q4 2017 | $5,611,000 | +85.1% | 164,698 | +81.8% | 2.29% | +74.4% |
| Q3 2017 | $3,032,000 | +29.1% | 90,592 | +22.5% | 1.32% | +22.4% |
| Q2 2017 | $2,349,000 | +69.1% | 73,929 | +75.6% | 1.07% | +20.7% |
| Q1 2015 | $1,389,000 | +13.8% | 42,111 | +7.0% | 0.89% | +11.0% |
| Q3 2014 | $1,221,000 | -12.1% | 39,346 | -6.6% | 0.80% | -9.7% |
| Q2 2014 | $1,389,000 | +13.8% | 42,111 | +8.6% | 0.89% | +8.4% |
| Q1 2014 | $1,221,000 | +9.9% | 38,773 | +10.1% | 0.82% | +8.3% |
| Q4 2013 | $1,111,000 | +13.1% | 35,221 | +9.0% | 0.76% | -6.2% |
| Q3 2013 | $982,000 | +17.5% | 32,324 | +6.5% | 0.81% | +7.9% |
| Q2 2013 | $836,000 | – | 30,361 | – | 0.75% | – |
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% |