SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -10.9% | 6,454 | -5.8% | 0.01% | -7.7% |
| Q4 2021 | $266,000 | +0.4% | 6,854 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $265,000 | -1.9% | 6,854 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $270,000 | +4.7% | 6,854 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $258,000 | +4.5% | 6,854 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $247,000 | +14.9% | 6,854 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $215,000 | +5.4% | 6,854 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $204,000 | -14.6% | 6,854 | -3.6% | 0.02% | -6.2% |
| Q4 2019 | $239,000 | +5.3% | 7,113 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $227,000 | -0.4% | 7,113 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $228,000 | +1.8% | 7,113 | -0.7% | 0.02% | 0.0% |
| Q1 2019 | $224,000 | -2.6% | 7,163 | +4.6% | 0.02% | +6.2% |
| Q3 2018 | $230,000 | -16.7% | 6,845 | -18.0% | 0.02% | -23.8% |
| Q2 2018 | $276,000 | -1.8% | 8,345 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $281,000 | -1.1% | 8,345 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $284,000 | +1.8% | 8,345 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $279,000 | +21.3% | 8,345 | +15.2% | 0.02% | +15.0% |
| Q2 2017 | $230,000 | – | 7,245 | – | 0.02% | – |
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% |