SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,100,112 | -67.5% | 33,540 | -62.1% | 0.42% | -63.9% |
| Q2 2023 | $3,382,657 | +56.0% | 88,520 | +45.9% | 1.16% | +36.9% |
| Q1 2023 | $2,168,987 | -26.7% | 60,654 | -25.6% | 0.85% | -33.3% |
| Q4 2022 | $2,957,995 | +385.7% | 81,470 | +276.2% | 1.27% | +338.6% |
| Q3 2022 | $609,000 | -36.2% | 21,654 | -28.7% | 0.29% | -48.3% |
| Q2 2022 | $955,000 | -30.5% | 30,375 | -18.9% | 0.56% | -8.0% |
| Q1 2022 | $1,375,000 | -22.2% | 37,459 | -20.2% | 0.61% | -29.6% |
| Q1 2021 | $1,767,000 | +14.2% | 46,965 | +9.3% | 0.87% | -0.5% |
| Q4 2020 | $1,547,000 | +14.7% | 42,965 | 0.0% | 0.87% | -9.8% |
| Q3 2020 | $1,349,000 | -0.8% | 42,965 | -6.0% | 0.96% | -10.8% |
| Q2 2020 | $1,360,000 | +29.3% | 45,707 | +12.3% | 1.08% | -15.3% |
| Q1 2020 | $1,052,000 | -44.7% | 40,707 | -28.0% | 1.28% | -40.8% |
| Q4 2019 | $1,901,000 | +16.9% | 56,537 | +10.8% | 2.16% | +9.3% |
| Q3 2019 | $1,626,000 | -5.1% | 51,037 | -4.4% | 1.98% | +4.0% |
| Q2 2019 | $1,713,000 | -0.3% | 53,375 | -2.7% | 1.90% | +18.9% |
| Q1 2019 | $1,718,000 | +21.5% | 54,875 | +10.0% | 1.60% | -9.1% |
| Q4 2018 | $1,414,000 | – | 49,875 | – | 1.76% | – |
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% |