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 | $1,426 | +299.4% | 42 | +320.0% | 0.00% | – |
Q2 2023 | $357 | -99.0% | 10 | -99.1% | 0.00% | – |
Q4 2022 | $36,043 | -32.0% | 1,119 | -22.0% | 0.00% | – |
Q1 2022 | $53,000 | +120.8% | 1,435 | +135.6% | 0.00% | – |
Q4 2021 | $24,000 | -55.6% | 609 | -56.2% | 0.00% | – |
Q3 2021 | $54,000 | -80.1% | 1,392 | -79.7% | 0.00% | -100.0% |
Q2 2021 | $271,000 | +392.7% | 6,858 | +370.4% | 0.00% | – |
Q1 2021 | $55,000 | -40.2% | 1,458 | -43.0% | 0.00% | -100.0% |
Q4 2020 | $92,000 | +196.8% | 2,560 | +161.8% | 0.00% | – |
Q3 2020 | $31,000 | +675.0% | 978 | +500.0% | 0.00% | – |
Q4 2015 | $4,000 | – | 163 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |