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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $168,073 | +22.6% | 4,829 | +13.5% | 0.01% | +12.5% |
| Q4 2022 | $137,076 | +0.1% | 4,255 | -12.4% | 0.01% | -11.1% |
| Q3 2022 | $137,000 | +0.7% | 4,857 | +30.7% | 0.01% | +12.5% |
| Q1 2022 | $136,000 | -6.2% | 3,717 | -0.8% | 0.01% | -11.1% |
| Q4 2021 | $145,000 | +0.7% | 3,746 | +1.1% | 0.01% | -10.0% |
| Q3 2021 | $144,000 | -0.7% | 3,706 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $145,000 | -41.8% | 3,676 | -44.5% | 0.01% | -52.4% |
| Q1 2021 | $249,000 | -79.3% | 6,619 | -80.2% | 0.02% | -80.6% |
| Q4 2020 | $1,202,000 | -37.0% | 33,374 | -50.0% | 0.11% | -16.9% |
| Q3 2020 | $1,909,000 | +92.1% | 66,770 | +99.8% | 0.13% | +0.8% |
| Q2 2020 | $994,000 | +14.1% | 33,423 | -0.8% | 0.13% | -15.7% |
| Q1 2020 | $871,000 | -43.3% | 33,704 | -26.2% | 0.15% | -21.5% |
| Q4 2019 | $1,535,000 | +50.6% | 45,664 | +42.7% | 0.20% | +18.2% |
| Q3 2019 | $1,019,000 | -0.7% | 31,989 | +0.1% | 0.16% | -18.3% |
| Q2 2019 | $1,026,000 | +12.1% | 31,968 | -1.0% | 0.20% | -12.9% |
| Q4 2018 | $915,000 | +126.5% | 32,288 | +168.0% | 0.23% | +262.5% |
| Q3 2018 | $404,000 | +69.0% | 12,048 | +66.4% | 0.06% | -4.5% |
| Q2 2018 | $239,000 | +1.7% | 7,241 | +4.0% | 0.07% | -1.5% |
| Q1 2018 | $235,000 | -3.7% | 6,961 | -2.8% | 0.07% | +28.3% |
| Q4 2017 | $244,000 | – | 7,164 | – | 0.05% | – |
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% |