SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,539 | -4.8% | 45,318 | 0.0% | 0.24% | -2.1% |
Q2 2023 | $1,616 | +2.5% | 45,318 | +0.1% | 0.24% | -6.9% |
Q1 2023 | $1,576 | +8.0% | 45,287 | 0.0% | 0.26% | +2.4% |
Q4 2022 | $1,459 | -99.9% | 45,287 | +7.4% | 0.25% | +9.5% |
Q3 2022 | $1,186,000 | -11.5% | 42,159 | -1.0% | 0.23% | -8.0% |
Q2 2022 | $1,340,000 | -18.4% | 42,592 | -4.8% | 0.25% | -8.1% |
Q1 2022 | $1,643,000 | -2.8% | 44,732 | +2.9% | 0.27% | 0.0% |
Q4 2021 | $1,690,000 | -2.8% | 43,479 | -3.2% | 0.27% | -11.9% |
Q3 2021 | $1,738,000 | -0.8% | 44,904 | +1.1% | 0.31% | -1.3% |
Q2 2021 | $1,752,000 | +11.2% | 44,404 | +6.1% | 0.31% | +8.7% |
Q1 2021 | $1,575,000 | -0.6% | 41,868 | -4.9% | 0.29% | -17.4% |
Q4 2020 | $1,585,000 | +14.8% | 44,005 | +0.1% | 0.35% | +1.7% |
Q3 2020 | $1,381,000 | +9.6% | 43,968 | +3.8% | 0.34% | +3.3% |
Q2 2020 | $1,260,000 | +15.1% | 42,356 | -0.1% | 0.33% | -2.9% |
Q1 2020 | $1,095,000 | +5.4% | 42,378 | +37.2% | 0.34% | +29.4% |
Q4 2019 | $1,039,000 | -19.3% | 30,887 | -23.6% | 0.26% | -25.6% |
Q3 2019 | $1,288,000 | -23.2% | 40,418 | -22.7% | 0.36% | -24.9% |
Q2 2019 | $1,677,000 | -0.4% | 52,272 | -2.8% | 0.47% | +4.2% |
Q1 2019 | $1,684,000 | +10.4% | 53,792 | 0.0% | 0.46% | +1.1% |
Q4 2018 | $1,525,000 | +234.4% | 53,792 | +295.6% | 0.45% | +248.8% |
Q3 2018 | $456,000 | – | 13,598 | – | 0.13% | – |
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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% |