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 | $746,775 | -4.7% | 21,990 | -0.0% | 0.20% | -2.4% |
| Q2 2023 | $783,973 | +5.7% | 21,991 | +3.2% | 0.21% | -0.5% |
| Q1 2023 | $741,898 | +8.8% | 21,319 | +0.7% | 0.21% | -2.4% |
| Q4 2022 | $681,947 | +12.5% | 21,172 | -1.7% | 0.21% | +5.5% |
| Q3 2022 | $606,000 | -16.1% | 21,533 | -6.2% | 0.20% | -13.4% |
| Q2 2022 | $722,000 | -14.8% | 22,957 | -0.5% | 0.23% | -2.9% |
| Q1 2022 | $847,000 | -7.1% | 23,080 | -1.6% | 0.24% | -4.4% |
| Q4 2021 | $912,000 | +0.2% | 23,452 | -0.2% | 0.25% | -6.0% |
| Q3 2021 | $910,000 | -3.7% | 23,507 | -1.9% | 0.27% | -6.3% |
| Q2 2021 | $945,000 | +3.3% | 23,953 | -1.5% | 0.28% | -4.7% |
| Q1 2021 | $915,000 | +2.8% | 24,316 | -1.6% | 0.30% | -10.5% |
| Q4 2020 | $890,000 | +14.4% | 24,708 | -0.3% | 0.33% | -14.8% |
| Q3 2020 | $778,000 | +6.0% | 24,778 | +0.4% | 0.39% | -1.3% |
| Q2 2020 | $734,000 | +14.2% | 24,676 | -0.9% | 0.40% | -10.0% |
| Q1 2020 | $643,000 | -67.9% | 24,902 | -58.2% | 0.44% | -52.0% |
| Q4 2019 | $2,002,000 | +7.5% | 59,518 | +1.8% | 0.92% | +2.6% |
| Q3 2019 | $1,863,000 | +7.8% | 58,483 | +8.6% | 0.89% | +5.4% |
| Q2 2019 | $1,728,000 | +10.4% | 53,847 | +7.7% | 0.85% | +4.8% |
| Q1 2019 | $1,565,000 | +17.7% | 49,984 | +6.6% | 0.81% | +8.4% |
| Q4 2018 | $1,330,000 | -9.6% | 46,897 | +6.9% | 0.75% | -4.5% |
| Q3 2018 | $1,471,000 | +3.4% | 43,870 | +2.0% | 0.78% | -5.1% |
| Q2 2018 | $1,422,000 | -0.7% | 43,024 | +1.3% | 0.82% | -47.0% |
| Q1 2018 | $1,432,000 | +3.2% | 42,487 | +4.3% | 1.55% | +85.8% |
| Q4 2017 | $1,388,000 | +5.2% | 40,744 | +3.3% | 0.84% | +2.6% |
| Q3 2017 | $1,320,000 | +12.0% | 39,425 | +6.2% | 0.82% | +7.5% |
| Q2 2017 | $1,179,000 | +11.3% | 37,106 | +4.7% | 0.76% | +8.0% |
| Q1 2017 | $1,059,000 | +9.3% | 35,455 | +1.3% | 0.70% | +3.2% |
| Q4 2016 | $969,000 | -13.0% | 35,015 | -9.5% | 0.68% | -14.8% |
| Q3 2016 | $1,114,000 | -9.3% | 38,682 | -14.6% | 0.80% | -13.0% |
| Q2 2016 | $1,228,000 | -5.5% | 45,285 | -5.6% | 0.92% | -8.8% |
| Q1 2016 | $1,300,000 | -84.0% | 47,960 | -83.8% | 1.01% | -74.8% |
| Q3 2015 | $8,121,000 | -5.3% | 296,713 | +5.4% | 3.99% | -1.8% |
| Q2 2015 | $8,579,000 | +0.7% | 281,572 | -0.1% | 4.07% | -0.8% |
| Q1 2015 | $8,523,000 | +23.0% | 281,913 | +17.6% | 4.10% | +7.5% |
| Q4 2014 | $6,930,000 | – | 239,658 | – | 3.82% | – |
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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% |