SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,815,359 | -1.5% | 443,629 | -3.8% | 5.14% | -5.8% |
| Q1 2023 | $16,056,427 | +1.6% | 461,392 | -5.9% | 5.45% | -5.6% |
| Q4 2022 | $15,798,927 | +21.9% | 490,498 | +6.5% | 5.78% | +14.7% |
| Q3 2022 | $12,957,000 | -7.7% | 460,624 | +3.2% | 5.04% | -2.9% |
| Q2 2022 | $14,032,000 | -17.0% | 446,179 | -3.1% | 5.18% | -5.8% |
| Q1 2022 | $16,914,000 | -3.2% | 460,623 | +2.5% | 5.50% | +1.5% |
| Q4 2021 | $17,474,000 | +2.4% | 449,554 | +2.0% | 5.42% | -2.2% |
| Q3 2021 | $17,060,000 | +0.7% | 440,816 | +2.6% | 5.54% | -1.6% |
| Q2 2021 | $16,944,000 | +0.7% | 429,507 | -4.0% | 5.63% | -11.3% |
| Q1 2021 | $16,833,000 | -0.6% | 447,440 | -4.9% | 6.35% | -4.9% |
| Q4 2020 | $16,938,000 | +10.2% | 470,363 | -3.9% | 6.67% | +1.1% |
| Q3 2020 | $15,366,000 | +6.9% | 489,358 | +1.3% | 6.60% | +0.6% |
| Q2 2020 | $14,369,000 | +32.2% | 482,994 | +14.8% | 6.56% | +13.2% |
| Q1 2020 | $10,869,000 | -30.3% | 420,639 | -9.3% | 5.80% | -16.7% |
| Q4 2019 | $15,598,000 | +9.7% | 463,801 | +3.9% | 6.96% | +1.8% |
| Q3 2019 | $14,221,000 | +0.9% | 446,357 | +1.6% | 6.84% | -1.0% |
| Q2 2019 | $14,092,000 | -0.5% | 439,135 | -2.9% | 6.90% | -8.1% |
| Q1 2019 | $14,167,000 | +27.7% | 452,474 | +15.7% | 7.51% | +13.5% |
| Q4 2018 | $11,090,000 | -18.6% | 391,183 | -3.7% | 6.62% | -10.9% |
| Q3 2018 | $13,619,000 | +13.7% | 406,182 | +12.1% | 7.43% | +7.2% |
| Q2 2018 | $11,976,000 | -19.4% | 362,372 | -17.8% | 6.94% | -0.5% |
| Q1 2018 | $14,864,000 | +4.7% | 440,940 | +5.9% | 6.97% | -1.0% |
| Q4 2017 | $14,193,000 | -48.3% | 416,447 | -49.2% | 7.04% | +0.8% |
| Q3 2017 | $27,435,000 | +120.3% | 820,195 | +109.1% | 6.98% | -0.0% |
| Q2 2017 | $12,454,000 | +3.9% | 392,337 | +0.3% | 6.98% | +0.8% |
| Q1 2017 | $11,987,000 | +559.0% | 391,037 | +495.1% | 6.93% | +418.0% |
| Q4 2016 | $1,819,000 | +230.1% | 65,709 | +243.6% | 1.34% | +245.5% |
| Q3 2016 | $551,000 | -27.2% | 19,125 | -30.4% | 0.39% | -46.4% |
| Q4 2015 | $757,000 | – | 27,471 | – | 0.72% | – |
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% |