SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,437,803 | -51.2% | 42,338 | -48.8% | 0.48% | -49.3% |
| Q2 2023 | $2,947,653 | +21.1% | 82,683 | +18.2% | 0.94% | +6.1% |
| Q1 2023 | $2,434,108 | +27.7% | 69,946 | +18.2% | 0.89% | +16.7% |
| Q4 2022 | $1,905,500 | +93.3% | 59,159 | +68.8% | 0.76% | +88.1% |
| Q3 2022 | $986,000 | -1.9% | 35,057 | +9.7% | 0.40% | +1.5% |
| Q2 2022 | $1,005,000 | -5.5% | 31,947 | +10.4% | 0.40% | +11.1% |
| Q1 2022 | $1,063,000 | -2.2% | 28,943 | +3.5% | 0.36% | +0.6% |
| Q4 2021 | $1,087,000 | -48.8% | 27,969 | -49.0% | 0.36% | -53.7% |
| Q3 2021 | $2,122,000 | -0.4% | 54,821 | +1.5% | 0.77% | -16.6% |
| Q2 2021 | $2,130,000 | +9.6% | 53,985 | +4.5% | 0.92% | +7.2% |
| Q1 2021 | $1,944,000 | +4.2% | 51,672 | -0.3% | 0.86% | -5.1% |
| Q4 2020 | $1,866,000 | +46.0% | 51,831 | +27.3% | 0.91% | +20.4% |
| Q3 2020 | $1,278,000 | +11.3% | 40,703 | +5.5% | 0.75% | -8.4% |
| Q2 2020 | $1,148,000 | +155.1% | 38,596 | +121.8% | 0.82% | +177.1% |
| Q1 2020 | $450,000 | -41.6% | 17,405 | -24.1% | 0.30% | -33.0% |
| Q4 2019 | $771,000 | – | 22,926 | – | 0.44% | – |
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% |