SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $3,178,000 | -86.2% | 112,974 | -84.5% | 0.09% | -86.2% |
Q2 2022 | $22,995,000 | -20.6% | 731,158 | -7.3% | 0.64% | -6.3% |
Q1 2022 | $28,972,000 | -19.0% | 789,000 | -14.3% | 0.69% | -24.9% |
Q4 2021 | $35,783,000 | +8.5% | 920,581 | +8.1% | 0.91% | -7.2% |
Q3 2021 | $32,965,000 | +1.6% | 851,812 | +3.6% | 0.98% | -14.4% |
Q2 2021 | $32,439,000 | +26.2% | 822,289 | +20.3% | 1.15% | -11.1% |
Q1 2021 | $25,705,000 | +22.5% | 683,281 | +17.3% | 1.29% | -17.3% |
Q4 2020 | $20,977,000 | +27.6% | 582,534 | +11.3% | 1.56% | +5.3% |
Q3 2020 | $16,441,000 | +61.6% | 523,594 | +53.1% | 1.48% | -3.1% |
Q2 2020 | $10,172,000 | +86.7% | 341,925 | +68.6% | 1.53% | -2.2% |
Q1 2020 | $5,448,000 | -43.8% | 202,811 | -29.6% | 1.57% | -62.2% |
Q4 2019 | $9,694,000 | +74.8% | 288,269 | +65.6% | 4.15% | +53.1% |
Q3 2019 | $5,547,000 | -8.1% | 174,111 | -7.5% | 2.71% | -20.2% |
Q2 2019 | $6,038,000 | -20.9% | 188,165 | -22.8% | 3.40% | -43.9% |
Q1 2019 | $7,633,000 | +204.7% | 243,799 | +175.9% | 6.05% | +140.7% |
Q4 2018 | $2,505,000 | – | 88,358 | – | 2.52% | – |
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% |