SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $545,635 | -4.7% | 16,067 | +0.0% | 0.95% | -1.5% |
Q2 2023 | $572,646 | +8.4% | 16,063 | +5.8% | 0.96% | +3.8% |
Q1 2023 | $528,473 | +112821.6% | 15,186 | +4.5% | 0.92% | +2.1% |
Q4 2022 | $468 | -99.9% | 14,531 | +0.3% | 0.91% | +5.6% |
Q3 2022 | $407,000 | -10.2% | 14,485 | +0.6% | 0.86% | -14.3% |
Q2 2022 | $453,000 | -15.3% | 14,393 | -1.2% | 1.00% | -4.5% |
Q1 2022 | $535,000 | -3.6% | 14,564 | +1.9% | 1.05% | +23.1% |
Q4 2021 | $555,000 | +0.4% | 14,288 | +0.1% | 0.85% | -5.0% |
Q3 2021 | $553,000 | -0.5% | 14,278 | +1.3% | 0.90% | -3.4% |
Q2 2021 | $556,000 | +2.6% | 14,090 | -2.3% | 0.93% | -5.3% |
Q1 2021 | $542,000 | +4.2% | 14,419 | -0.1% | 0.98% | +4.3% |
Q4 2020 | $520,000 | +14.5% | 14,435 | -0.1% | 0.94% | +2.2% |
Q3 2020 | $454,000 | +9.7% | 14,452 | +3.8% | 0.92% | +3.7% |
Q2 2020 | $414,000 | -11.7% | 13,919 | -23.4% | 0.89% | -22.3% |
Q1 2020 | $469,000 | -23.1% | 18,164 | +0.1% | 1.14% | -9.4% |
Q4 2019 | $610,000 | +13.6% | 18,152 | +7.7% | 1.26% | +9.5% |
Q3 2019 | $537,000 | -0.6% | 16,848 | +0.1% | 1.15% | +30.2% |
Q2 2019 | $540,000 | -11.2% | 16,836 | -13.3% | 0.88% | -6.9% |
Q1 2019 | $608,000 | -4.4% | 19,420 | -91.3% | 0.95% | -7.5% |
Q4 2018 | $636,000 | -5.9% | 222,417 | +1002.8% | 1.03% | +5.0% |
Q3 2018 | $676,000 | +4.6% | 20,169 | +5.3% | 0.98% | +131.2% |
Q2 2018 | $646,000 | 0.0% | 19,152 | 0.0% | 0.42% | 0.0% |
Q1 2018 | $646,000 | -1.4% | 19,152 | -0.4% | 0.42% | -2.5% |
Q4 2017 | $655,000 | +1.9% | 19,220 | 0.0% | 0.43% | -0.5% |
Q3 2017 | $643,000 | +5.2% | 19,220 | 0.0% | 0.44% | -6.4% |
Q2 2017 | $611,000 | – | 19,220 | – | 0.47% | – |
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% |