SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,147,746 | -5.7% | 33,797 | -1.0% | 0.71% | -5.9% |
Q2 2023 | $1,216,841 | +2.0% | 34,133 | -0.4% | 0.76% | -6.8% |
Q1 2023 | $1,192,631 | +0.3% | 34,271 | -7.2% | 0.81% | -7.4% |
Q4 2022 | $1,189,064 | +4.3% | 36,916 | -8.9% | 0.88% | -3.4% |
Q3 2022 | $1,140,000 | -12.8% | 40,521 | -2.5% | 0.91% | -8.4% |
Q2 2022 | $1,307,000 | -15.8% | 41,564 | -1.7% | 0.99% | -11.7% |
Q1 2022 | $1,552,000 | -8.4% | 42,278 | -3.0% | 1.12% | +0.9% |
Q4 2021 | $1,694,000 | -0.2% | 43,589 | -0.7% | 1.12% | -3.8% |
Q3 2021 | $1,698,000 | -4.0% | 43,876 | -2.1% | 1.16% | -6.4% |
Q2 2021 | $1,768,000 | +7.1% | 44,819 | +2.1% | 1.24% | -3.7% |
Q1 2021 | $1,651,000 | +4.1% | 43,879 | -0.4% | 1.29% | -17.5% |
Q4 2020 | $1,586,000 | +16.5% | 44,047 | +1.6% | 1.56% | +5.3% |
Q3 2020 | $1,361,000 | +5.3% | 43,348 | -0.3% | 1.48% | +0.7% |
Q2 2020 | $1,293,000 | +14.8% | 43,475 | -0.2% | 1.47% | -0.3% |
Q1 2020 | $1,126,000 | -18.7% | 43,558 | +5.8% | 1.47% | +1.5% |
Q4 2019 | $1,385,000 | +6.5% | 41,169 | +0.8% | 1.45% | +36.7% |
Q3 2019 | $1,301,000 | -1.0% | 40,829 | -0.3% | 1.06% | -2.3% |
Q2 2019 | $1,314,000 | +3.1% | 40,955 | +0.7% | 1.09% | +3.7% |
Q1 2019 | $1,274,000 | +10.7% | 40,674 | +0.2% | 1.05% | -0.3% |
Q4 2018 | $1,151,000 | +3.0% | 40,585 | +21.7% | 1.05% | +13.3% |
Q3 2018 | $1,118,000 | -0.2% | 33,348 | -1.6% | 0.93% | -0.9% |
Q2 2018 | $1,120,000 | -4.1% | 33,897 | -2.1% | 0.94% | -7.4% |
Q1 2018 | $1,168,000 | +3.6% | 34,639 | +4.7% | 1.01% | +2.1% |
Q4 2017 | $1,127,000 | +0.1% | 33,080 | -1.7% | 0.99% | -3.8% |
Q3 2017 | $1,126,000 | +8.6% | 33,653 | +3.1% | 1.03% | +5.3% |
Q2 2017 | $1,037,000 | +10.6% | 32,643 | +4.0% | 0.98% | +7.0% |
Q1 2017 | $938,000 | +9.8% | 31,394 | +1.8% | 0.91% | +5.4% |
Q4 2016 | $854,000 | – | 30,853 | – | 0.87% | – |
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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% |