SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,102,359 | -6.8% | 179,693 | -2.1% | 0.78% | +3.2% |
Q2 2023 | $6,544,954 | +5.5% | 183,589 | +3.0% | 0.76% | -3.5% |
Q1 2023 | $6,201,013 | +13.0% | 178,190 | +4.6% | 0.79% | +9.3% |
Q4 2022 | $5,488,295 | +16.9% | 170,391 | +2.1% | 0.72% | +2.3% |
Q3 2022 | $4,695,000 | -47.1% | 166,897 | -40.8% | 0.71% | -45.2% |
Q2 2022 | $8,868,000 | -30.6% | 281,968 | -19.0% | 1.29% | -27.5% |
Q1 2022 | $12,780,000 | +3.4% | 348,052 | +9.5% | 1.78% | +2.0% |
Q4 2021 | $12,356,000 | +3.3% | 317,879 | +2.8% | 1.74% | -5.9% |
Q3 2021 | $11,962,000 | +6.5% | 309,084 | +8.6% | 1.85% | +4.0% |
Q2 2021 | $11,230,000 | +68.4% | 284,675 | +60.6% | 1.78% | +46.4% |
Q1 2021 | $6,669,000 | +262.4% | 177,278 | +246.9% | 1.22% | +256.6% |
Q4 2020 | $1,840,000 | +32.2% | 51,099 | +15.3% | 0.34% | +4.3% |
Q3 2020 | $1,392,000 | +3.9% | 44,332 | -1.5% | 0.33% | -6.0% |
Q2 2020 | $1,340,000 | +126.0% | 45,026 | +96.3% | 0.35% | +89.1% |
Q1 2020 | $593,000 | -96.1% | 22,937 | -94.9% | 0.18% | -93.6% |
Q4 2019 | $15,034,000 | – | 447,048 | – | 2.90% | – |
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% |