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 2022 | $747,000 | -10.3% | 26,548 | +0.3% | 0.20% | -2.4% |
| Q2 2022 | $833,000 | -17.4% | 26,481 | -3.5% | 0.21% | -3.2% |
| Q1 2022 | $1,008,000 | -5.8% | 27,450 | -0.3% | 0.22% | -2.3% |
| Q4 2021 | $1,070,000 | -5.4% | 27,537 | -5.8% | 0.22% | -12.6% |
| Q3 2021 | $1,131,000 | -0.6% | 29,229 | +1.3% | 0.25% | 0.0% |
| Q2 2021 | $1,138,000 | +7.2% | 28,845 | +2.1% | 0.25% | +0.4% |
| Q1 2021 | $1,062,000 | +2.7% | 28,241 | -1.7% | 0.25% | +4.1% |
| Q4 2020 | $1,034,000 | +15.0% | 28,718 | +0.3% | 0.24% | +20.9% |
| Q3 2020 | $899,000 | +2.6% | 28,636 | -2.8% | 0.20% | +7.5% |
| Q2 2020 | $876,000 | +16.2% | 29,452 | +1.0% | 0.19% | +0.5% |
| Q1 2020 | $754,000 | -24.1% | 29,167 | -1.2% | 0.19% | +10.1% |
| Q4 2019 | $993,000 | +15.1% | 29,526 | +9.0% | 0.17% | +16.6% |
| Q3 2019 | $863,000 | -3.3% | 27,088 | -2.5% | 0.14% | -0.7% |
| Q2 2019 | $892,000 | +2.8% | 27,795 | +0.3% | 0.15% | +5.8% |
| Q1 2019 | $868,000 | +23.6% | 27,711 | +11.9% | 0.14% | +11.3% |
| Q4 2018 | $702,000 | -16.0% | 24,768 | -0.7% | 0.12% | +6.0% |
| Q3 2018 | $836,000 | -0.7% | 24,940 | -2.2% | 0.12% | -0.8% |
| Q2 2018 | $842,000 | -4.0% | 25,488 | -2.0% | 0.12% | -1.7% |
| Q1 2018 | $877,000 | +0.7% | 26,007 | +1.7% | 0.12% | +3.4% |
| Q4 2017 | $871,000 | +4.1% | 25,569 | +2.2% | 0.12% | -7.9% |
| Q3 2017 | $837,000 | +7.9% | 25,015 | +2.5% | 0.13% | +10.5% |
| Q2 2017 | $776,000 | +9.1% | 24,416 | +2.5% | 0.11% | -3.4% |
| Q1 2017 | $711,000 | +17.7% | 23,818 | +9.1% | 0.12% | +31.1% |
| Q4 2016 | $604,000 | -2.1% | 21,832 | +1.9% | 0.09% | +4.7% |
| Q3 2016 | $617,000 | +15.1% | 21,422 | +8.4% | 0.09% | -2.3% |
| Q2 2016 | $536,000 | -1.8% | 19,768 | -1.9% | 0.09% | 0.0% |
| Q1 2016 | $546,000 | -0.5% | 20,144 | +1.2% | 0.09% | -27.3% |
| Q4 2015 | $549,000 | -8.5% | 19,913 | -9.1% | 0.12% | -12.3% |
| Q3 2015 | $600,000 | -53.8% | 21,908 | -48.6% | 0.14% | -1.4% |
| Q2 2015 | $1,298,000 | +126.5% | 42,606 | +124.8% | 0.14% | +11.1% |
| Q1 2015 | $573,000 | +8.9% | 18,953 | +4.2% | 0.13% | +18.9% |
| Q4 2014 | $526,000 | -3.5% | 18,187 | +3.6% | 0.11% | -17.2% |
| Q3 2014 | $545,000 | +32.9% | 17,556 | +41.3% | 0.13% | +32.0% |
| Q2 2014 | $410,000 | +33.1% | 12,424 | +27.1% | 0.10% | +32.9% |
| Q1 2014 | $308,000 | – | 9,772 | – | 0.07% | – |
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% |