SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,226,364 | -4.8% | 36,112 | -0.1% | 0.25% | +1.2% |
| Q2 2023 | $1,288,748 | +2.1% | 36,150 | -0.4% | 0.25% | -2.7% |
| Q1 2023 | $1,262,823 | +5.0% | 36,288 | -2.8% | 0.26% | +4.1% |
| Q4 2022 | $1,202,135 | -2.5% | 37,322 | -14.9% | 0.24% | 0.0% |
| Q3 2022 | $1,233,000 | -12.1% | 43,845 | -1.7% | 0.24% | -9.9% |
| Q2 2022 | $1,403,000 | -16.0% | 44,613 | -2.0% | 0.27% | -2.9% |
| Q1 2022 | $1,671,000 | +2220.8% | 45,519 | +2349.9% | 0.28% | +2053.8% |
| Q4 2021 | $72,000 | 0.0% | 1,858 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $72,000 | 0.0% | 1,858 | +2.2% | 0.01% | +7.7% |
| Q2 2021 | $72,000 | – | 1,818 | – | 0.01% | – |
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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% |