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 2023 | $8,564,586 | -12.1% | 252,196 | -7.7% | 4.39% | -5.5% |
| Q2 2023 | $9,740,723 | -1.8% | 273,232 | -4.1% | 4.65% | -7.2% |
| Q1 2023 | $9,917,359 | +2.1% | 284,982 | -5.5% | 5.01% | +1.9% |
| Q4 2022 | $9,718,098 | +19.4% | 301,711 | +4.3% | 4.91% | +8.8% |
| Q3 2022 | $8,141,000 | -29.0% | 289,407 | -20.7% | 4.52% | -22.7% |
| Q2 2022 | $11,473,000 | -1.2% | 364,813 | +15.4% | 5.85% | +14.0% |
| Q1 2022 | $11,611,000 | -11.1% | 316,208 | -5.9% | 5.13% | -12.8% |
| Q4 2021 | $13,055,000 | +1.3% | 335,875 | +0.9% | 5.88% | -5.5% |
| Q3 2021 | $12,884,000 | +1.0% | 332,927 | +2.9% | 6.22% | +0.3% |
| Q2 2021 | $12,760,000 | +4.1% | 323,450 | -0.7% | 6.20% | -0.5% |
| Q1 2021 | $12,254,000 | +13.3% | 325,719 | +8.5% | 6.23% | +2.5% |
| Q4 2020 | $10,814,000 | +10.4% | 300,314 | -3.7% | 6.08% | -0.9% |
| Q3 2020 | $9,796,000 | +5.1% | 311,968 | -0.4% | 6.13% | +3.1% |
| Q2 2020 | $9,322,000 | +14.8% | 313,334 | -0.3% | 5.95% | -0.8% |
| Q1 2020 | $8,119,000 | +21.1% | 314,213 | +57.7% | 5.99% | +40.4% |
| Q4 2019 | $6,702,000 | +3.9% | 199,294 | -1.5% | 4.27% | -0.1% |
| Q3 2019 | $6,449,000 | +2.3% | 202,422 | +3.1% | 4.27% | +3.3% |
| Q2 2019 | $6,303,000 | +4.2% | 196,409 | +1.6% | 4.14% | +0.8% |
| Q1 2019 | $6,050,000 | +22.1% | 193,225 | +10.5% | 4.10% | +4.5% |
| Q4 2018 | $4,955,000 | +77.4% | 174,793 | +109.9% | 3.93% | +91.5% |
| Q3 2018 | $2,793,000 | +3.4% | 83,293 | +1.9% | 2.05% | -0.6% |
| Q2 2018 | $2,701,000 | – | 81,724 | – | 2.06% | – |
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% |