SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,743 | +383.2% | 11,477 | +395.1% | 0.01% | +400.0% |
| Q1 2023 | $80,651 | -5.0% | 2,318 | -12.1% | 0.00% | -33.3% |
| Q4 2022 | $84,923 | -77.7% | 2,637 | -78.2% | 0.00% | -76.9% |
| Q2 2022 | $380,000 | +69.6% | 12,071 | +112.4% | 0.01% | +85.7% |
| Q2 2021 | $224,000 | +72.3% | 5,684 | +57.8% | 0.01% | +40.0% |
| Q4 2020 | $130,000 | -30.1% | 3,601 | -39.1% | 0.01% | -44.4% |
| Q3 2020 | $186,000 | -63.2% | 5,911 | -65.2% | 0.01% | -67.9% |
| Q2 2020 | $505,000 | -46.7% | 16,969 | -53.7% | 0.03% | -54.8% |
| Q1 2020 | $948,000 | -37.3% | 36,677 | -18.5% | 0.06% | -22.5% |
| Q4 2019 | $1,513,000 | +104.2% | 44,988 | +94.8% | 0.08% | +77.8% |
| Q3 2019 | $741,000 | 0.0% | 23,100 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $741,000 | +53.7% | 23,100 | +50.2% | 0.04% | +32.4% |
| Q1 2019 | $482,000 | +27.9% | 15,384 | +15.7% | 0.03% | +3.0% |
| Q4 2018 | $377,000 | +219.5% | 13,302 | +278.4% | 0.03% | +266.7% |
| Q3 2018 | $118,000 | -65.8% | 3,515 | -65.6% | 0.01% | -65.4% |
| Q2 2018 | $345,000 | +296.6% | 10,209 | +295.5% | 0.03% | +271.4% |
| Q1 2018 | $87,000 | +210.7% | 2,581 | +214.0% | 0.01% | +250.0% |
| Q4 2017 | $28,000 | +12.0% | 822 | +9.3% | 0.00% | -33.3% |
| Q3 2017 | $25,000 | -28.6% | 752 | -31.3% | 0.00% | -40.0% |
| Q2 2017 | $35,000 | +6.1% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $33,000 | +266.7% | 1,095 | +238.0% | 0.01% | +150.0% |
| Q3 2016 | $9,000 | 0.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 324 | +2.5% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 316 | +2.3% | 0.00% | -33.3% |
| Q4 2015 | $9,000 | +12.5% | 309 | +2.3% | 0.00% | +50.0% |
| Q3 2015 | $8,000 | -11.1% | 302 | 0.0% | 0.00% | -33.3% |
| Q2 2015 | $9,000 | – | 302 | – | 0.00% | – |
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% |