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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $733,979 | -9.8% | 21,613 | -5.3% | 0.12% | -8.6% |
Q2 2023 | $813,606 | -38.3% | 22,822 | -39.8% | 0.13% | -42.1% |
Q1 2023 | $1,318,456 | -2.7% | 37,887 | -9.9% | 0.22% | -9.1% |
Q4 2022 | $1,355,171 | +14.8% | 42,073 | +0.3% | 0.24% | +5.2% |
Q3 2022 | $1,180,000 | -1.3% | 41,940 | +10.3% | 0.23% | -3.3% |
Q2 2022 | $1,196,000 | -11.5% | 38,030 | +3.4% | 0.24% | -3.2% |
Q1 2022 | $1,351,000 | -4.9% | 36,783 | +0.6% | 0.25% | -2.0% |
Q4 2021 | $1,421,000 | +6.6% | 36,550 | +6.1% | 0.25% | -1.6% |
Q3 2021 | $1,333,000 | +6.1% | 34,445 | +8.2% | 0.26% | +4.5% |
Q2 2021 | $1,256,000 | +14.5% | 31,827 | +9.2% | 0.24% | +13.4% |
Q1 2021 | $1,097,000 | +2.4% | 29,153 | -2.0% | 0.22% | -0.9% |
Q4 2020 | $1,071,000 | +23.0% | 29,750 | +7.3% | 0.22% | +13.5% |
Q3 2020 | $871,000 | +12.1% | 27,737 | +6.2% | 0.19% | +4.9% |
Q2 2020 | $777,000 | +24.5% | 26,122 | +8.2% | 0.18% | +5.8% |
Q1 2020 | $624,000 | -15.4% | 24,140 | +10.0% | 0.17% | +46.6% |
Q4 2019 | $738,000 | -58.0% | 21,948 | -60.9% | 0.12% | -37.2% |
Q2 2019 | $1,756,000 | 0.0% | 56,079 | 0.0% | 0.19% | 0.0% |
Q1 2019 | $1,756,000 | +16.7% | 56,079 | +5.6% | 0.19% | -59.7% |
Q4 2018 | $1,505,000 | -15.2% | 53,096 | +0.3% | 0.47% | -12.5% |
Q3 2018 | $1,775,000 | +7.3% | 52,957 | +5.7% | 0.53% | +0.9% |
Q2 2018 | $1,655,000 | +1.8% | 50,090 | +3.9% | 0.53% | -6.2% |
Q1 2018 | $1,625,000 | -2.5% | 48,215 | -1.5% | 0.56% | -6.3% |
Q4 2017 | $1,667,000 | – | 48,943 | – | 0.60% | – |
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% |