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 | $171,396 | -4.7% | 5,047 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $179,926 | +2.4% | 5,047 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $175,636 | +8.0% | 5,047 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $162,564 | -9.2% | 5,047 | -20.7% | 0.01% | -14.3% |
| Q3 2022 | $179,000 | -8.7% | 6,365 | +1.9% | 0.01% | -6.7% |
| Q2 2022 | $196,000 | -23.1% | 6,247 | -10.1% | 0.02% | -11.8% |
| Q1 2022 | $255,000 | -29.4% | 6,948 | -25.1% | 0.02% | -26.1% |
| Q4 2021 | $361,000 | +0.6% | 9,275 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $359,000 | -1.9% | 9,275 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $366,000 | +40.2% | 9,275 | +33.5% | 0.03% | +30.0% |
| Q1 2021 | $261,000 | -6.5% | 6,948 | -10.3% | 0.02% | -9.1% |
| Q4 2020 | $279,000 | +3885.7% | 7,749 | +3894.3% | 0.02% | +2100.0% |
| Q4 2019 | $7,000 | +16.7% | 194 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $6,000 | +20.0% | 194 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -28.6% | 194 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $7,000 | +16.7% | 194 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -14.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 194 | – | 0.00% | – |
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% |