SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,487,148 | +2.0% | 73,238 | +7.0% | 0.12% | -7.1% |
Q2 2023 | $2,439,294 | +35.4% | 68,423 | +32.2% | 0.13% | +21.0% |
Q1 2023 | $1,800,988 | +10.4% | 51,753 | +2.2% | 0.10% | -5.4% |
Q4 2022 | $1,631,136 | +19.8% | 50,641 | +4.6% | 0.11% | +6.7% |
Q3 2022 | $1,362,000 | -17.3% | 48,416 | -7.6% | 0.10% | -17.5% |
Q2 2022 | $1,647,000 | +0.9% | 52,382 | +17.8% | 0.13% | +10.5% |
Q1 2022 | $1,633,000 | -29.6% | 44,484 | -25.4% | 0.11% | -31.3% |
Q4 2021 | $2,319,000 | +22.2% | 59,657 | +21.7% | 0.17% | +16.1% |
Q3 2021 | $1,897,000 | -1.3% | 49,027 | +0.6% | 0.14% | -5.9% |
Q2 2021 | $1,922,000 | -14.4% | 48,730 | -18.3% | 0.15% | -26.9% |
Q1 2021 | $2,245,000 | -0.2% | 59,664 | -4.5% | 0.21% | -1.0% |
Q4 2020 | $2,249,000 | +16.1% | 62,465 | +1.3% | 0.21% | -4.5% |
Q3 2020 | $1,937,000 | +5.3% | 61,684 | -0.2% | 0.22% | -11.3% |
Q2 2020 | $1,839,000 | -11.5% | 61,820 | -23.1% | 0.25% | -34.6% |
Q1 2020 | $2,078,000 | -26.0% | 80,408 | -3.7% | 0.38% | -1.0% |
Q4 2019 | $2,809,000 | +20.6% | 83,538 | +14.3% | 0.38% | +6.1% |
Q3 2019 | $2,329,000 | +4.0% | 73,110 | +4.8% | 0.36% | +0.3% |
Q2 2019 | $2,239,000 | -8.6% | 69,767 | -10.9% | 0.36% | -22.1% |
Q1 2019 | $2,451,000 | +11.4% | 78,287 | +7.2% | 0.46% | -1.1% |
Q4 2018 | $2,200,000 | +1.0% | 73,003 | +12.3% | 0.47% | +3.3% |
Q3 2018 | $2,179,000 | +107.9% | 65,001 | +105.0% | 0.45% | +89.9% |
Q2 2018 | $1,048,000 | +49.7% | 31,704 | +52.8% | 0.24% | +32.2% |
Q1 2018 | $700,000 | – | 20,751 | – | 0.18% | – |
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% |