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 | $1,678 | -4.8% | 49 | 0.0% | 0.00% | – |
| Q2 2023 | $1,762 | -84.3% | 49 | -84.7% | 0.00% | – |
| Q1 2023 | $11,201 | -3.1% | 321 | -10.3% | 0.00% | – |
| Q4 2022 | $11,559 | +15.6% | 358 | +0.3% | 0.00% | – |
| Q3 2022 | $10,000 | -83.9% | 357 | -81.9% | 0.00% | -100.0% |
| Q2 2022 | $62,000 | +72.2% | 1,975 | +103.4% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -67.3% | 971 | -65.7% | 0.00% | -33.3% |
| Q4 2021 | $110,000 | -29.5% | 2,832 | -30.0% | 0.00% | -40.0% |
| Q3 2021 | $156,000 | +126.1% | 4,044 | +128.6% | 0.01% | +25.0% |
| Q2 2021 | $69,000 | +86.5% | 1,769 | +82.2% | 0.00% | +100.0% |
| Q1 2021 | $37,000 | +5.7% | 971 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +16.7% | 971 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 971 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +11.5% | 971 | -6.6% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -65.3% | 1,040 | -53.2% | 0.00% | -66.7% |
| Q4 2019 | $75,000 | -53.7% | 2,220 | -56.4% | 0.01% | -53.8% |
| Q3 2019 | $162,000 | +422.6% | 5,096 | +424.8% | 0.01% | +550.0% |
| Q2 2019 | $31,000 | -20.5% | 971 | -23.5% | 0.00% | -33.3% |
| Q1 2019 | $39,000 | -20.4% | 1,269 | -27.7% | 0.00% | -25.0% |
| Q4 2018 | $49,000 | -15.5% | 1,756 | +0.5% | 0.00% | -20.0% |
| Q3 2018 | $58,000 | -14.7% | 1,748 | -15.6% | 0.01% | -16.7% |
| Q2 2018 | $68,000 | – | 2,072 | – | 0.01% | – |
| Q2 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2014 | $4,000 | – | 170 | – | 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% |