Halpern Financial, Inc. - SCHWAB STRATEGIC TR ownership

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
Halpern Financial, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$8,490
-4.7%
2500.0%0.00%0.0%
Q2 2023$8,913
+2.4%
2500.0%0.00%0.0%
Q1 2023$8,700
+8.0%
2500.0%0.00%0.0%
Q4 2022$8,053
-24.7%
250
-34.2%
0.00%
-25.0%
Q3 2022$10,689
-10.6%
3800.0%0.00%
-20.0%
Q2 2022$11,951
-53.5%
380
-45.7%
0.01%
-44.4%
Q1 2022$25,704
-33.9%
700
-30.0%
0.01%
-47.1%
Q4 2021$38,870
-33.7%
1,000
-33.9%
0.02%
-37.0%
Q3 2021$58,592
+481.1%
1,514
+440.7%
0.03%
+440.0%
Q4 2020$10,083
+14.7%
2800.0%0.01%0.0%
Q3 2020$8,792
+5.5%
2800.0%0.01%
-16.7%
Q2 2020$8,330
-23.2%
280
-33.3%
0.01%
-40.0%
Q1 2020$10,853
-96.1%
420
-95.0%
0.01%
-95.4%
Q4 2019$280,7778,3490.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,353,958$88,556,00022.86%
Matrix Trust Co 1,895,020$71,291,00019.47%
SVB Investment Services Inc. 520,347$19,575,00015.59%
ACT WEALTH MANAGEMENT, LLC 632,906$23,810,00015.37%
JBJ Investment Partners, LLC 1,620,280$60,955,00013.33%
Evergreen Advisors, LLC 900,577$33,880,00012.98%
Northwest Capital Management Inc 433,873$16,323,00011.86%
Personal Capital Advisors Corp 52,477,785$1,974,214,00011.44%
Your Advocates Ltd., LLP 383,658$14,433,00010.67%
Callan Capital, LLC 1,459,637$54,912,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders