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 | $8,490 | -4.7% | 250 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,913 | +2.4% | 250 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $8,700 | +8.0% | 250 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $8,053 | -24.7% | 250 | -34.2% | 0.00% | -25.0% |
Q3 2022 | $10,689 | -10.6% | 380 | 0.0% | 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% | 280 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $8,792 | +5.5% | 280 | 0.0% | 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 | $280,777 | – | 8,349 | – | 0.22% | – |
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% |