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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,033,000 | +0.5% | 26,577 | 0.0% | 0.00% | – |
| Q3 2021 | $1,028,000 | -1.9% | 26,577 | 0.0% | 0.00% | – |
| Q2 2021 | $1,048,000 | +4.9% | 26,577 | 0.0% | 0.00% | – |
| Q1 2021 | $999,000 | +4.4% | 26,577 | 0.0% | 0.00% | – |
| Q4 2020 | $957,000 | +14.7% | 26,577 | 0.0% | 0.00% | – |
| Q3 2020 | $834,000 | +5.6% | 26,577 | 0.0% | 0.00% | – |
| Q2 2020 | $790,000 | +15.2% | 26,577 | 0.0% | 0.00% | – |
| Q1 2020 | $686,000 | -84.4% | 26,577 | -79.7% | 0.00% | – |
| Q4 2019 | $4,406,000 | +111.1% | 131,042 | +100.0% | 0.00% | – |
| Q3 2019 | $2,087,000 | -0.7% | 65,521 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $2,102,000 | +2.5% | 65,521 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,051,000 | -44.8% | 65,521 | -50.0% | 0.00% | 0.0% |
| Q4 2018 | $3,714,000 | -75.5% | 131,042 | -71.0% | 0.00% | -75.0% |
| Q3 2018 | $15,164,000 | +1.5% | 452,265 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $14,947,000 | – | 452,265 | – | 0.01% | – |
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% |