SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,655,189 | +49.2% | 166,525 | +56.7% | 0.00% | 0.0% |
Q2 2023 | $3,789,452 | +24.0% | 106,296 | +21.0% | 0.00% | 0.0% |
Q1 2023 | $3,057,215 | +71.5% | 87,851 | +58.7% | 0.00% | – |
Q4 2022 | $1,782,888 | +306.1% | 55,352 | +254.7% | 0.00% | – |
Q3 2022 | $439,000 | -50.3% | 15,606 | -44.5% | 0.00% | – |
Q2 2022 | $884,000 | -63.1% | 28,112 | -56.9% | 0.00% | -100.0% |
Q1 2022 | $2,395,000 | +69.9% | 65,211 | +79.7% | 0.00% | – |
Q4 2021 | $1,410,000 | +95.0% | 36,283 | +94.2% | 0.00% | – |
Q3 2021 | $723,000 | -39.1% | 18,688 | -47.0% | 0.00% | – |
Q4 2019 | $1,187,000 | +5.6% | 35,285 | 0.0% | 0.00% | – |
Q3 2019 | $1,124,000 | +266.1% | 35,285 | +225.9% | 0.00% | – |
Q4 2018 | $307,000 | -53.1% | 10,826 | -47.5% | 0.00% | – |
Q2 2017 | $655,000 | -67.4% | 20,626 | -69.3% | 0.00% | -100.0% |
Q1 2017 | $2,009,000 | +8.0% | 67,244 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $1,861,000 | -3.9% | 67,244 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $1,936,000 | +6.2% | 67,244 | -0.0% | 0.00% | 0.0% |
Q2 2016 | $1,823,000 | -15.2% | 67,249 | -15.2% | 0.00% | 0.0% |
Q1 2016 | $2,149,000 | +17.1% | 79,280 | +19.1% | 0.00% | 0.0% |
Q4 2015 | $1,835,000 | +0.6% | 66,564 | -0.1% | 0.00% | 0.0% |
Q3 2015 | $1,824,000 | +172.6% | 66,649 | +203.5% | 0.00% | – |
Q2 2015 | $669,000 | -13.6% | 21,957 | -14.2% | 0.00% | – |
Q1 2015 | $774,000 | -80.2% | 25,598 | -81.1% | 0.00% | -100.0% |
Q4 2014 | $3,913,000 | +101.0% | 135,339 | +115.6% | 0.00% | 0.0% |
Q3 2014 | $1,947,000 | -42.8% | 62,780 | -39.2% | 0.00% | 0.0% |
Q2 2014 | $3,406,000 | -31.9% | 103,274 | -35.0% | 0.00% | -50.0% |
Q1 2014 | $5,002,000 | +1900.8% | 158,804 | +1833.8% | 0.00% | – |
Q3 2013 | $250,000 | – | 8,212 | – | 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% |