SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,122 | -21.5% | 12,577 | -17.6% | 0.21% | -20.5% |
| Q2 2023 | $543,848 | -10.2% | 15,255 | -12.3% | 0.26% | -18.3% |
| Q1 2023 | $605,480 | +0.8% | 17,399 | -6.7% | 0.32% | +41.0% |
| Q4 2022 | $600,551 | +2.0% | 18,645 | -10.9% | 0.23% | -4.6% |
| Q3 2022 | $588,859 | -11.7% | 20,933 | -1.3% | 0.24% | -9.4% |
| Q2 2022 | $666,881 | -15.9% | 21,204 | -1.9% | 0.26% | -2.9% |
| Q1 2022 | $793,294 | -8.3% | 21,604 | -2.9% | 0.27% | -5.2% |
| Q4 2021 | $864,999 | -1.4% | 22,254 | -1.8% | 0.29% | -11.1% |
| Q3 2021 | $876,974 | -3.2% | 22,661 | -1.4% | 0.32% | -2.1% |
| Q2 2021 | $906,239 | +3.0% | 22,972 | -1.8% | 0.33% | -4.3% |
| Q1 2021 | $880,120 | +3.3% | 23,395 | -1.1% | 0.35% | -4.2% |
| Q4 2020 | $852,213 | +14.1% | 23,666 | -0.5% | 0.36% | 0.0% |
| Q3 2020 | $747,176 | +3.5% | 23,795 | -2.0% | 0.36% | -4.5% |
| Q2 2020 | $722,015 | +13.3% | 24,269 | -1.6% | 0.38% | -5.7% |
| Q1 2020 | $637,192 | -26.0% | 24,659 | -3.7% | 0.40% | -9.1% |
| Q4 2019 | $860,865 | +5.2% | 25,598 | -0.3% | 0.44% | -3.5% |
| Q3 2019 | $818,328 | -2.2% | 25,685 | -1.5% | 0.46% | -4.8% |
| Q2 2019 | $836,365 | -0.8% | 26,063 | -3.2% | 0.48% | -2.4% |
| Q1 2019 | $842,712 | +14.2% | 26,915 | +3.4% | 0.49% | +3.4% |
| Q4 2018 | $738,095 | -22.0% | 26,035 | -7.7% | 0.48% | -23.2% |
| Q3 2018 | $945,852 | +10.3% | 28,209 | +8.7% | 0.62% | +3.9% |
| Q2 2018 | $857,585 | +1.3% | 25,948 | +3.3% | 0.60% | -1.5% |
| Q1 2018 | $846,529 | +8.9% | 25,112 | +10.1% | 0.61% | +6.5% |
| Q4 2017 | $777,004 | +1.1% | 22,806 | -0.7% | 0.57% | -3.1% |
| Q3 2017 | $768,743 | +11.0% | 22,968 | +5.4% | 0.59% | +7.1% |
| Q2 2017 | $692,681 | +8.4% | 21,796 | +1.9% | 0.55% | +2.4% |
| Q1 2017 | $638,923 | +8.6% | 21,390 | +0.6% | 0.54% | +1.5% |
| Q4 2016 | $588,563 | +3.8% | 21,263 | +8.0% | 0.53% | +1.9% |
| Q3 2016 | $566,936 | +5.4% | 19,692 | -0.8% | 0.52% | +1.8% |
| Q2 2016 | $538,001 | -1.4% | 19,845 | -1.4% | 0.51% | -1.7% |
| Q1 2016 | $545,456 | – | 20,120 | – | 0.52% | – |
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% |