SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,834 | -85.5% | 54 | -84.7% | 0.00% | -100.0% |
| Q2 2023 | $12,620 | -57.3% | 354 | -58.3% | 0.00% | -57.1% |
| Q1 2023 | $29,545 | -2.3% | 849 | -9.6% | 0.01% | 0.0% |
| Q4 2022 | $30,245 | +16.3% | 939 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -71.7% | 939 | -68.1% | 0.01% | -68.2% |
| Q2 2022 | $92,000 | -25.8% | 2,939 | -12.9% | 0.02% | -12.0% |
| Q1 2022 | $124,000 | -6.8% | 3,376 | -1.1% | 0.02% | +8.7% |
| Q4 2021 | $133,000 | -3.6% | 3,414 | -4.2% | 0.02% | -11.5% |
| Q3 2021 | $138,000 | -2.1% | 3,564 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $141,000 | +7.6% | 3,564 | +2.6% | 0.03% | +4.0% |
| Q1 2021 | $131,000 | +22.4% | 3,472 | +16.6% | 0.02% | +19.0% |
| Q4 2020 | $107,000 | +15.1% | 2,977 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $93,000 | +4.5% | 2,977 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $89,000 | +15.6% | 2,977 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $77,000 | -23.0% | 2,974 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $100,000 | +5.3% | 2,974 | +0.4% | 0.02% | 0.0% |
| Q2 2019 | $95,000 | -49.2% | 2,963 | -50.3% | 0.02% | -51.2% |
| Q1 2019 | $187,000 | +10.7% | 5,963 | 0.0% | 0.04% | -4.4% |
| Q4 2018 | $169,000 | -15.5% | 5,963 | +0.2% | 0.04% | 0.0% |
| Q3 2018 | $200,000 | +4.2% | 5,953 | +2.6% | 0.04% | -6.2% |
| Q2 2018 | $192,000 | -2.0% | 5,804 | 0.0% | 0.05% | -4.0% |
| Q1 2018 | $196,000 | +4800.0% | 5,804 | +4777.3% | 0.05% | +4900.0% |
| Q4 2017 | $4,000 | – | 119 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |