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 | $1,456,035 | -3.7% | 42,875 | +1.1% | 4.66% | -15.8% |
Q2 2023 | $1,512,487 | +8.7% | 42,426 | +6.1% | 5.54% | -2.2% |
Q1 2023 | $1,391,756 | +10.1% | 39,993 | +1.9% | 5.66% | -7.2% |
Q4 2022 | $1,263,792 | +27.1% | 39,236 | +11.0% | 6.10% | +9.0% |
Q3 2022 | $994,000 | -10.6% | 35,346 | -0.1% | 5.59% | -0.6% |
Q2 2022 | $1,112,000 | -12.2% | 35,371 | +2.6% | 5.63% | -1.4% |
Q1 2022 | $1,266,000 | +1.1% | 34,484 | +7.0% | 5.71% | -7.4% |
Q4 2021 | $1,252,000 | +26.5% | 32,216 | +26.0% | 6.17% | +4.7% |
Q3 2021 | $990,000 | +8.0% | 25,573 | +10.0% | 5.89% | -14.7% |
Q2 2021 | $917,000 | +27.2% | 23,251 | +21.4% | 6.90% | -17.7% |
Q1 2021 | $721,000 | +48.4% | 19,156 | +41.8% | 8.38% | -22.9% |
Q4 2020 | $486,000 | – | 13,509 | – | 10.87% | – |
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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% |