SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,762,577 | -4.2% | 228,580 | +0.6% | 2.08% | +8.4% |
Q2 2023 | $8,101,142 | -7.6% | 227,241 | -9.8% | 1.92% | -7.8% |
Q1 2023 | $8,768,208 | +5.6% | 251,960 | -2.3% | 2.09% | +1.6% |
Q4 2022 | $8,304,949 | +16.9% | 257,838 | +2.1% | 2.05% | +5.6% |
Q3 2022 | $7,103,000 | -5.1% | 252,498 | +6.1% | 1.94% | -0.7% |
Q2 2022 | $7,482,000 | -38.0% | 237,916 | -27.6% | 1.96% | -23.5% |
Q1 2022 | $12,063,000 | -12.0% | 328,514 | -6.8% | 2.56% | -16.6% |
Q4 2021 | $13,706,000 | -2.9% | 352,602 | -3.3% | 3.06% | -3.2% |
Q3 2021 | $14,115,000 | -46.2% | 364,735 | -53.0% | 3.16% | -16.3% |
Q2 2021 | $26,258,000 | +72.2% | 775,378 | +91.3% | 3.78% | -0.1% |
Q1 2021 | $15,251,000 | -10.1% | 405,389 | -13.9% | 3.78% | -18.1% |
Q4 2020 | $16,956,000 | +3339.4% | 470,879 | +5.3% | 4.62% | +2899.4% |
Q3 2020 | $493,000 | -95.5% | 447,153 | +20.9% | 0.15% | -95.9% |
Q2 2020 | $11,007,000 | +105.5% | 369,989 | +152.6% | 3.78% | +8.5% |
Q1 2020 | $5,356,000 | -40.7% | 146,458 | -45.5% | 3.48% | +3.7% |
Q4 2019 | $9,031,000 | +8.8% | 268,534 | +3.0% | 3.36% | +0.4% |
Q3 2019 | $8,304,000 | +7.6% | 260,652 | +8.4% | 3.35% | +5.0% |
Q2 2019 | $7,719,000 | +12.1% | 240,539 | +9.3% | 3.19% | +11.2% |
Q1 2019 | $6,888,000 | +26.0% | 219,995 | +14.1% | 2.87% | +13.8% |
Q4 2018 | $5,467,000 | – | 192,848 | – | 2.52% | – |
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% |