SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $270,499 | -4.7% | 7,965 | 0.0% | 0.04% | -6.2% |
Q2 2023 | $283,960 | +8.6% | 7,965 | -1.9% | 0.05% | -7.7% |
Q4 2022 | $261,502 | +5.4% | 8,119 | -8.0% | 0.05% | +4.0% |
Q3 2022 | $248,000 | -21.5% | 8,826 | -12.3% | 0.05% | -20.6% |
Q2 2022 | $316,000 | -14.4% | 10,063 | +0.2% | 0.06% | 0.0% |
Q1 2022 | $369,000 | -5.4% | 10,040 | +0.0% | 0.06% | -1.6% |
Q4 2021 | $390,000 | -3.2% | 10,037 | -3.6% | 0.06% | -12.3% |
Q3 2021 | $403,000 | -1.9% | 10,410 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $411,000 | +5.1% | 10,410 | +0.2% | 0.07% | -2.6% |
Q1 2021 | $391,000 | +4.8% | 10,388 | +0.3% | 0.08% | -2.6% |
Q4 2020 | $373,000 | +16.2% | 10,357 | +1.2% | 0.08% | -1.3% |
Q3 2020 | $321,000 | +42.0% | 10,236 | +34.9% | 0.08% | +29.5% |
Q2 2020 | $226,000 | -8.1% | 7,586 | +3.8% | 0.06% | -7.6% |
Q4 2019 | $246,000 | +6.0% | 7,305 | +0.4% | 0.07% | -7.0% |
Q3 2019 | $232,000 | -0.4% | 7,275 | 0.0% | 0.07% | -6.6% |
Q2 2019 | $233,000 | +2.2% | 7,275 | 0.0% | 0.08% | -6.2% |
Q1 2019 | $228,000 | +4.6% | 7,275 | -5.2% | 0.08% | -18.2% |
Q4 2018 | $218,000 | -14.2% | 7,675 | +1.7% | 0.10% | -4.8% |
Q3 2018 | $254,000 | +2.8% | 7,549 | 0.0% | 0.10% | -24.6% |
Q2 2018 | $247,000 | -1.2% | 7,549 | 0.0% | 0.14% | -0.7% |
Q1 2018 | $250,000 | -37.7% | 7,549 | -31.9% | 0.14% | -44.2% |
Q4 2017 | $401,000 | – | 11,079 | – | 0.25% | – |
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% |