SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406,406 | +72.7% | 70,860 | +81.3% | 0.00% | 0.0% |
| Q2 2023 | $1,393,523 | +295764.8% | 39,089 | +188.9% | 0.00% | – |
| Q1 2023 | $471 | +16.3% | 13,530 | +7.6% | 0.00% | – |
| Q4 2022 | $405 | -100.0% | 12,571 | -95.4% | 0.00% | -100.0% |
| Q3 2022 | $7,617,000 | +817.7% | 270,786 | +1098.0% | 0.01% | – |
| Q1 2022 | $830,000 | +213.2% | 22,604 | +206.9% | 0.00% | – |
| Q4 2020 | $265,000 | -75.8% | 7,365 | -78.8% | 0.00% | -100.0% |
| Q3 2020 | $1,093,000 | -24.1% | 34,796 | -28.2% | 0.00% | -50.0% |
| Q2 2020 | $1,441,000 | +232.0% | 48,451 | +275.5% | 0.00% | +100.0% |
| Q4 2019 | $434,000 | +32.3% | 12,902 | +25.1% | 0.00% | 0.0% |
| Q3 2019 | $328,000 | -47.9% | 10,316 | -47.3% | 0.00% | 0.0% |
| Q2 2019 | $629,000 | +13.3% | 19,588 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $555,000 | +138.2% | 19,562 | +181.1% | 0.00% | – |
| Q3 2017 | $233,000 | -57.2% | 6,959 | -61.8% | 0.00% | -100.0% |
| Q1 2017 | $545,000 | +101.1% | 18,237 | +86.4% | 0.00% | 0.0% |
| Q4 2016 | $271,000 | – | 9,786 | – | 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% |