SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202 | -100.0% | 5,800 | -89.4% | 0.00% | -100.0% |
| Q3 2022 | $1,542,000 | -66.6% | 54,800 | -62.7% | 0.00% | -60.0% |
| Q2 2022 | $4,620,000 | +84.2% | 146,900 | +126.7% | 0.01% | +66.7% |
| Q3 2021 | $2,508,000 | +136.4% | 64,800 | +140.9% | 0.00% | +200.0% |
| Q2 2021 | $1,061,000 | -78.1% | 26,900 | -79.1% | 0.00% | -83.3% |
| Q1 2021 | $4,853,000 | +176.5% | 129,000 | +130.8% | 0.01% | +200.0% |
| Q3 2020 | $1,755,000 | +179.5% | 55,900 | +164.9% | 0.00% | +100.0% |
| Q2 2020 | $628,000 | +76.4% | 21,100 | +90.1% | 0.00% | – |
| Q2 2019 | $356,000 | -80.3% | 11,100 | -80.8% | 0.00% | -100.0% |
| Q1 2019 | $1,807,000 | -43.4% | 57,700 | -40.0% | 0.00% | 0.0% |
| Q2 2018 | $3,192,000 | +403.5% | 96,200 | +411.7% | 0.00% | +100.0% |
| Q1 2018 | $634,000 | – | 18,800 | – | 0.00% | – |
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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% |