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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $151,000 | -10.1% | 5,351 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $168,000 | -41.1% | 5,351 | -36.9% | 0.02% | -61.1% |
| Q4 2019 | $285,000 | +8.0% | 8,476 | +2.1% | 0.05% | -3.6% |
| Q3 2019 | $264,000 | 0.0% | 8,300 | +0.8% | 0.06% | -5.1% |
| Q2 2019 | $264,000 | +2.3% | 8,236 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $258,000 | +2.4% | 8,236 | -7.2% | 0.06% | -3.2% |
| Q4 2018 | $252,000 | -12.8% | 8,875 | +3.0% | 0.06% | -10.0% |
| Q3 2018 | $289,000 | +1.4% | 8,616 | 0.0% | 0.07% | -6.7% |
| Q2 2018 | $285,000 | -6.9% | 8,616 | -5.0% | 0.08% | -11.8% |
| Q1 2018 | $306,000 | +1.7% | 9,070 | +2.7% | 0.08% | -4.5% |
| Q4 2017 | $301,000 | +4.2% | 8,828 | +2.4% | 0.09% | -4.3% |
| Q3 2017 | $289,000 | -18.6% | 8,624 | -22.7% | 0.09% | -25.0% |
| Q2 2017 | $355,000 | +6.6% | 11,158 | 0.0% | 0.12% | -1.6% |
| Q1 2017 | $333,000 | +7.8% | 11,158 | 0.0% | 0.13% | +4.1% |
| Q4 2016 | $309,000 | +91.9% | 11,158 | +100.0% | 0.12% | +70.4% |
| Q3 2016 | $161,000 | +6.6% | 5,579 | 0.0% | 0.07% | +4.4% |
| Q2 2016 | $151,000 | 0.0% | 5,579 | 0.0% | 0.07% | -6.8% |
| Q1 2016 | $151,000 | -1.9% | 5,579 | 0.0% | 0.07% | -8.8% |
| Q4 2015 | $154,000 | +3.4% | 5,579 | +2.2% | 0.08% | -15.8% |
| Q3 2015 | $149,000 | -10.2% | 5,457 | 0.0% | 0.10% | -10.4% |
| Q2 2015 | $166,000 | +0.6% | 5,457 | 0.0% | 0.11% | -5.4% |
| Q1 2015 | $165,000 | +4.4% | 5,457 | 0.0% | 0.11% | +1.8% |
| Q4 2014 | $158,000 | – | 5,457 | – | 0.11% | – |
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% |