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 | $676,178 | -1.7% | 19,911 | +3.2% | 0.08% | 0.0% |
Q2 2023 | $688,116 | +3.5% | 19,302 | +1.1% | 0.08% | -5.9% |
Q1 2023 | $664,645 | -1.0% | 19,099 | -8.3% | 0.08% | -10.5% |
Q4 2022 | $671,031 | +18.6% | 20,833 | +3.6% | 0.10% | +5.6% |
Q3 2022 | $566,000 | -1.6% | 20,113 | +9.9% | 0.09% | -1.1% |
Q2 2022 | $575,000 | -9.9% | 18,294 | +5.2% | 0.09% | +3.4% |
Q1 2022 | $638,000 | -8.6% | 17,387 | -3.1% | 0.09% | -8.3% |
Q4 2021 | $698,000 | -14.7% | 17,948 | -15.0% | 0.10% | -24.4% |
Q3 2021 | $818,000 | +11.1% | 21,127 | +13.2% | 0.13% | +6.7% |
Q2 2021 | $736,000 | +7.6% | 18,662 | +2.6% | 0.12% | -2.5% |
Q1 2021 | $684,000 | – | 18,194 | – | 0.12% | – |
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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% |