SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 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 | $11,047,697 | -0.9% | 325,315 | +4.0% | 5.40% | +3.5% |
Q2 2023 | $11,147,898 | +6.0% | 312,704 | +3.4% | 5.22% | +0.7% |
Q1 2023 | $10,520,353 | +3657.3% | 302,309 | +4097.6% | 5.18% | +3798.5% |
Q4 2021 | $280,000 | -50.6% | 7,202 | -60.2% | 0.13% | -69.6% |
Q1 2019 | $567,000 | +16.9% | 18,116 | +5.9% | 0.44% | +33.9% |
Q4 2018 | $485,000 | +0.2% | 17,103 | -2.2% | 0.33% | -2.4% |
Q4 2016 | $484,000 | -20.0% | 17,488 | -16.8% | 0.34% | -17.9% |
Q3 2016 | $605,000 | +4.5% | 21,010 | -1.7% | 0.41% | -1.2% |
Q2 2016 | $579,000 | -25.5% | 21,375 | -25.4% | 0.41% | -28.0% |
Q1 2016 | $777,000 | +115.8% | 28,647 | +119.2% | 0.57% | +113.4% |
Q4 2015 | $360,000 | -18.9% | 13,070 | -19.3% | 0.27% | -25.3% |
Q3 2015 | $444,000 | – | 16,204 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |