SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 815 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $105,770 | -1.9% | 2,753 | -0.3% | 0.03% | -3.1% |
Q1 2024 | $107,773 | +4.1% | 2,762 | -1.4% | 0.03% | -5.9% |
Q4 2023 | $103,525 | +8.7% | 2,801 | -0.1% | 0.03% | 0.0% |
Q3 2023 | $95,224 | -3.7% | 2,804 | +1.1% | 0.03% | 0.0% |
Q2 2023 | $98,857 | -0.2% | 2,773 | -2.6% | 0.03% | -5.6% |
Q1 2023 | $99,041 | +107553.3% | 2,846 | 0.0% | 0.04% | +2.9% |
Q4 2022 | $92 | -99.9% | 2,846 | -1.6% | 0.04% | 0.0% |
Q3 2022 | $81,000 | -13.8% | 2,893 | -3.0% | 0.04% | -10.3% |
Q2 2022 | $94,000 | -16.1% | 2,983 | -2.5% | 0.04% | 0.0% |
Q1 2022 | $112,000 | -5.9% | 3,060 | 0.0% | 0.04% | -7.1% |
Q4 2021 | $119,000 | +0.8% | 3,060 | 0.0% | 0.04% | -10.6% |
Q3 2021 | $118,000 | -2.5% | 3,060 | 0.0% | 0.05% | -14.5% |
Q2 2021 | $121,000 | -14.2% | 3,060 | -18.1% | 0.06% | -19.1% |
Q1 2021 | $141,000 | +0.7% | 3,735 | -3.8% | 0.07% | -20.9% |
Q4 2020 | $140,000 | +32.1% | 3,881 | +15.2% | 0.09% | +14.7% |
Q3 2020 | $106,000 | -17.8% | 3,370 | -22.3% | 0.08% | -21.9% |
Q2 2020 | $129,000 | +55.4% | 4,337 | +35.3% | 0.10% | +35.2% |
Q1 2020 | $83,000 | +72.9% | 3,205 | +123.3% | 0.07% | +115.2% |
Q4 2019 | $48,000 | +4.3% | 1,435 | 0.0% | 0.03% | +26.9% |
Q3 2019 | $46,000 | 0.0% | 1,435 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $46,000 | +2.2% | 1,435 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $45,000 | -16.7% | 1,435 | -25.3% | 0.03% | -21.2% |
Q4 2018 | $54,000 | +54.3% | 1,920 | +62.0% | 0.03% | +32.0% |
Q1 2017 | $35,000 | – | 1,185 | – | 0.02% | – |
Download |
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% |