SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410,014 | +14.2% | 12,073 | +19.9% | 0.00% | 0.0% |
Q2 2023 | $358,976 | +2.5% | 10,069 | +0.1% | 0.00% | 0.0% |
Q1 2023 | $350,086 | +8.1% | 10,060 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $324,000 | +14.1% | 10,060 | -0.5% | 0.00% | +50.0% |
Q3 2022 | $284,000 | -30.2% | 10,112 | -21.9% | 0.00% | -33.3% |
Q2 2022 | $407,000 | +14.0% | 12,955 | +33.1% | 0.00% | +50.0% |
Q1 2022 | $357,000 | -3.0% | 9,733 | +2.7% | 0.00% | 0.0% |
Q4 2021 | $368,000 | +1.9% | 9,480 | +1.7% | 0.00% | -33.3% |
Q3 2021 | $361,000 | +22.0% | 9,326 | +24.3% | 0.00% | +50.0% |
Q2 2021 | $296,000 | -12.7% | 7,505 | -16.8% | 0.00% | -33.3% |
Q1 2021 | $339,000 | +25.6% | 9,018 | +20.2% | 0.00% | 0.0% |
Q4 2020 | $270,000 | +14.4% | 7,505 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $236,000 | +6.8% | 7,505 | +1.1% | 0.00% | 0.0% |
Q2 2020 | $221,000 | +8.3% | 7,423 | -6.0% | 0.00% | 0.0% |
Q1 2020 | $204,000 | -2.9% | 7,894 | +20.4% | 0.00% | 0.0% |
Q3 2019 | $210,000 | 0.0% | 6,554 | 0.0% | 0.00% | +50.0% |
Q2 2019 | $210,000 | -2.3% | 6,554 | -4.4% | 0.00% | -33.3% |
Q1 2019 | $215,000 | -23.2% | 6,854 | -18.0% | 0.00% | 0.0% |
Q3 2018 | $280,000 | -21.6% | 8,363 | -22.5% | 0.00% | -25.0% |
Q2 2018 | $357,000 | -99.9% | 10,793 | +12.5% | 0.00% | 0.0% |
Q1 2018 | $323,380,000 | +20.7% | 9,593 | +22.0% | 0.00% | +33.3% |
Q4 2017 | $267,892,000 | +5.1% | 7,863 | +3.3% | 0.00% | 0.0% |
Q3 2017 | $254,807,000 | – | 7,613 | – | 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% |