Timescale Financial, Inc. / SCHE
Timescale Financial, Inc.’s Schwab Strategic Tr Position
Does Timescale Financial, Inc. own Schwab Strategic Tr (SCHE)? Yes — 670.4K shares worth $17M (+3.57% of its 13F portfolio) as of Q2 2023, up from 662.0K shares the prior filed quarter.
Position Value
$17M
Q2 2023
Shares
670.4K
% of Portfolio
+3.57%
Quarters Held
19
currently held
Position History SCHE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 670.4K | $17M | +3.57% |
| Q1 2023 | 662.0K | $16M | +3.68% |
| Q4 2022 | 832.3K | $19M | +5.41% |
| Q3 2022 | 832.3K | $19M | +5.41% |
| Q2 2022 | 816.0K | $21M | +5.68% |
| Q1 2022 | 798.8K | $22M | +5.22% |
| Q4 2021 | 778.7K | $23M | +5.16% |
| Q3 2021 | 728.7K | $22M | +5.35% |
| Q2 2021 | 705.5K | $23M | +5.52% |
| Q1 2021 | 668.4K | $21M | +5.48% |
| Q4 2020 | 676.0K | $21M | +5.68% |
| Q3 2020 | 733.8K | $20M | +5.80% |
| Q2 2020 | 747.2K | $19M | +5.84% |
| Q1 2020 | 748.7K | $15M | +4.82% |
| Q4 2019 | 371.4K | $10M | +3.04% |
| Q3 2019 | 320.3K | $8M | +2.72% |
| Q2 2019 | 267.9K | $7M | +2.60% |
| Q1 2019 | 205.8K | $5M | +2.36% |
| Q4 2018 | 112.5K | $3M | +1.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Timescale Financial, Inc.’s full portfolio or all institutional holders of SCHE.