SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,605 | +25.5% | 7,644 | +31.8% | 0.02% | +35.3% |
| Q2 2023 | $206,785 | -2.9% | 5,800 | +0.0% | 0.02% | +6.2% |
| Q1 2022 | $213,000 | -5.3% | 5,798 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $225,000 | -8.2% | 5,795 | -8.5% | 0.02% | -15.8% |
| Q3 2021 | $245,000 | -2.0% | 6,336 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $250,000 | +5.0% | 6,336 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $238,000 | +4.8% | 6,315 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $227,000 | – | 6,315 | – | 0.02% | – |
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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% |