SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,139,335 | +15.1% | 30,826 | +5.8% | 0.13% | +0.8% |
| Q3 2023 | $989,577 | +2.8% | 29,139 | +7.9% | 0.13% | +4.9% |
| Q2 2023 | $963,067 | +28.3% | 27,014 | +25.3% | 0.12% | +20.6% |
| Q1 2023 | $750,559 | +8.1% | 21,568 | +0.0% | 0.10% | +2.0% |
| Q4 2022 | $694,377 | +14.8% | 21,558 | +0.3% | 0.10% | +6.4% |
| Q3 2022 | $604,741 | -14.8% | 21,498 | -4.8% | 0.09% | -8.7% |
| Q2 2022 | $709,923 | -14.2% | 22,573 | +0.1% | 0.10% | -1.0% |
| Q1 2022 | $827,881 | -5.2% | 22,546 | +0.4% | 0.10% | -3.7% |
| Q4 2021 | $872,834 | +1.8% | 22,455 | +1.4% | 0.11% | -9.2% |
| Q3 2021 | $856,983 | +4.1% | 22,144 | +6.1% | 0.12% | +4.4% |
| Q2 2021 | $823,292 | +5.0% | 20,869 | +0.1% | 0.11% | -4.2% |
| Q1 2021 | $784,005 | +5.0% | 20,840 | +0.5% | 0.12% | -11.2% |
| Q4 2020 | $746,996 | +23.2% | 20,744 | +7.4% | 0.13% | +8.9% |
| Q3 2020 | $606,407 | +88.6% | 19,312 | +78.7% | 0.12% | +70.8% |
| Q2 2020 | $321,577 | +12.0% | 10,809 | -2.7% | 0.07% | -2.7% |
| Q1 2020 | $287,174 | -23.7% | 11,114 | -0.8% | 0.07% | -7.5% |
| Q4 2019 | $376,607 | +7.6% | 11,199 | +1.9% | 0.08% | -1.2% |
| Q3 2019 | $350,090 | +0.2% | 10,988 | +0.9% | 0.08% | -2.4% |
| Q2 2019 | $349,291 | +16.4% | 10,885 | +13.6% | 0.08% | +10.7% |
| Q1 2019 | $300,097 | +13.8% | 9,585 | +3.0% | 0.08% | 0.0% |
| Q4 2018 | $263,789 | -16.0% | 9,305 | -0.7% | 0.08% | +4.2% |
| Q3 2018 | $314,218 | +82.4% | 9,371 | +79.8% | 0.07% | +71.4% |
| Q2 2018 | $172,232 | +35.2% | 5,211 | +37.9% | 0.04% | +27.3% |
| Q1 2018 | $127,365 | +1.4% | 3,778 | +2.4% | 0.03% | 0.0% |
| Q4 2017 | $125,659 | +22.9% | 3,688 | +20.7% | 0.03% | +10.0% |
| Q3 2017 | $102,251 | +11.9% | 3,055 | +6.3% | 0.03% | 0.0% |
| Q2 2017 | $91,368 | +10.2% | 2,875 | +3.6% | 0.03% | +7.1% |
| Q1 2017 | $82,889 | +218.6% | 2,775 | +195.2% | 0.03% | +180.0% |
| Q4 2016 | $26,019 | – | 940 | – | 0.01% | – |
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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% |