SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $192,777 | -35.5% | 5,985 | -43.6% | 0.03% | -39.1% |
| Q3 2022 | $299,000 | -40.2% | 10,612 | -33.3% | 0.05% | -38.7% |
| Q2 2022 | $500,000 | +8.7% | 15,912 | +27.1% | 0.08% | +31.6% |
| Q1 2022 | $460,000 | -45.0% | 12,521 | -41.8% | 0.06% | -46.2% |
| Q4 2021 | $836,000 | +2.8% | 21,511 | +2.4% | 0.11% | +2.9% |
| Q3 2021 | $813,000 | -1.8% | 21,003 | +0.0% | 0.10% | -1.0% |
| Q2 2021 | $828,000 | +3.4% | 21,002 | -1.4% | 0.10% | -1.9% |
| Q1 2021 | $801,000 | +79.6% | 21,290 | +71.8% | 0.11% | +55.9% |
| Q4 2020 | $446,000 | +9.9% | 12,389 | -4.2% | 0.07% | -2.9% |
| Q3 2020 | $406,000 | -4.5% | 12,937 | -9.4% | 0.07% | -6.7% |
| Q2 2020 | $425,000 | +13.6% | 14,287 | -1.5% | 0.08% | 0.0% |
| Q1 2020 | $374,000 | -56.2% | 14,507 | -42.9% | 0.08% | -27.2% |
| Q4 2019 | $854,000 | +6.4% | 25,414 | +0.7% | 0.10% | +19.8% |
| Q3 2019 | $803,000 | -0.5% | 25,234 | +0.4% | 0.09% | 0.0% |
| Q2 2019 | $807,000 | +5.8% | 25,144 | +3.2% | 0.09% | +11.7% |
| Q1 2019 | $763,000 | +12.4% | 24,374 | +1.8% | 0.08% | +1.3% |
| Q4 2018 | $679,000 | +25.5% | 23,949 | +48.3% | 0.08% | +61.7% |
| Q3 2018 | $541,000 | +31.3% | 16,149 | +29.4% | 0.05% | +34.3% |
| Q2 2018 | $412,000 | +4.3% | 12,481 | +6.6% | 0.04% | -2.8% |
| Q1 2018 | $395,000 | +83.7% | 11,707 | +85.6% | 0.04% | +100.0% |
| Q4 2017 | $215,000 | -46.2% | 6,307 | -57.2% | 0.02% | -41.9% |
| Q1 2016 | $400,000 | +21.6% | 14,738 | +23.5% | 0.03% | +19.2% |
| Q4 2015 | $329,000 | – | 11,938 | – | 0.03% | – |
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% |