SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,154,576 | +49.5% | 63,445 | +56.9% | 0.01% | +60.0% |
Q2 2023 | $1,441,491 | +11.0% | 40,435 | +8.3% | 0.01% | 0.0% |
Q1 2023 | $1,299,055 | +36.9% | 37,329 | +26.7% | 0.01% | +25.0% |
Q4 2022 | $949,170 | +4.0% | 29,468 | -9.3% | 0.00% | 0.0% |
Q3 2022 | $913,000 | -5.4% | 32,474 | +5.8% | 0.00% | 0.0% |
Q2 2022 | $965,000 | -27.0% | 30,699 | -14.8% | 0.00% | -20.0% |
Q1 2022 | $1,322,000 | -21.4% | 36,013 | -16.8% | 0.01% | 0.0% |
Q4 2021 | $1,683,000 | +22.8% | 43,291 | +22.3% | 0.01% | 0.0% |
Q3 2021 | $1,370,000 | +72.3% | 35,406 | +75.6% | 0.01% | +66.7% |
Q2 2021 | $795,000 | +5.2% | 20,163 | +0.3% | 0.00% | 0.0% |
Q1 2021 | $756,000 | -0.1% | 20,098 | -4.3% | 0.00% | 0.0% |
Q4 2020 | $757,000 | +20.3% | 21,011 | +4.9% | 0.00% | 0.0% |
Q3 2020 | $629,000 | +66.4% | 20,028 | +57.8% | 0.00% | +50.0% |
Q2 2020 | $378,000 | -29.3% | 12,690 | -38.7% | 0.00% | -33.3% |
Q1 2020 | $535,000 | -24.0% | 20,702 | -1.0% | 0.00% | -25.0% |
Q4 2019 | $704,000 | -6.6% | 20,919 | -11.6% | 0.00% | 0.0% |
Q3 2019 | $754,000 | +5.2% | 23,666 | +5.9% | 0.00% | 0.0% |
Q2 2019 | $717,000 | +4.1% | 22,338 | +1.6% | 0.00% | 0.0% |
Q1 2019 | $689,000 | +14.3% | 21,991 | +3.3% | 0.00% | 0.0% |
Q4 2018 | $603,000 | +41.2% | 21,286 | +67.0% | 0.00% | +33.3% |
Q3 2018 | $427,000 | -0.5% | 12,744 | -1.8% | 0.00% | 0.0% |
Q2 2018 | $429,000 | -1.8% | 12,977 | +0.1% | 0.00% | 0.0% |
Q1 2018 | $437,000 | +9.0% | 12,963 | +10.2% | 0.00% | 0.0% |
Q4 2017 | $401,000 | +1.8% | 11,762 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $394,000 | +5.3% | 11,762 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $374,000 | +9.7% | 11,762 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $341,000 | +4.6% | 11,762 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $326,000 | -36.6% | 11,762 | -34.2% | 0.00% | -40.0% |
Q3 2016 | $514,000 | +6.2% | 17,866 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $484,000 | – | 17,866 | – | 0.01% | – |
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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% |