SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,764,086 | +5.0% | 51,946 | +10.2% | 0.00% | – |
Q2 2023 | $1,680,006 | -10.7% | 47,125 | -12.8% | 0.00% | – |
Q1 2023 | $1,880,383 | +89.8% | 54,034 | +75.6% | 0.00% | – |
Q4 2022 | $990,876 | +7.5% | 30,763 | -6.1% | 0.00% | – |
Q3 2022 | $922,000 | -8.2% | 32,764 | +2.7% | 0.00% | – |
Q2 2022 | $1,004,000 | -14.1% | 31,910 | +0.3% | 0.00% | – |
Q1 2022 | $1,169,000 | -42.2% | 31,824 | -38.8% | 0.00% | – |
Q4 2021 | $2,022,000 | +88.8% | 52,014 | +88.0% | 0.00% | – |
Q3 2021 | $1,071,000 | +95.8% | 27,665 | +99.7% | 0.00% | – |
Q2 2021 | $547,000 | +7.0% | 13,855 | +2.0% | 0.00% | – |
Q1 2021 | $511,000 | -35.6% | 13,583 | -38.3% | 0.00% | – |
Q4 2020 | $793,000 | +35.3% | 22,019 | +17.9% | 0.00% | – |
Q3 2020 | $586,000 | +57.1% | 18,672 | +48.9% | 0.00% | – |
Q2 2020 | $373,000 | +2.5% | 12,536 | -11.1% | 0.00% | – |
Q1 2020 | $364,000 | 0.0% | 14,098 | +30.2% | 0.00% | – |
Q4 2019 | $364,000 | +39.5% | 10,829 | +32.9% | 0.00% | – |
Q2 2019 | $261,000 | +0.8% | 8,148 | -1.3% | 0.00% | – |
Q1 2019 | $259,000 | +17.2% | 8,253 | +13.5% | 0.00% | – |
Q2 2015 | $221,000 | -63.8% | 7,269 | -62.4% | 0.00% | – |
Q4 2013 | $610,000 | +11.9% | 19,334 | +7.8% | 0.00% | – |
Q3 2013 | $545,000 | – | 17,934 | – | 0.00% | – |
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% |