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 | $7,505 | -2.1% | 221 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $7,665 | +2.4% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,482 | +10.1% | 215 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $6,796 | +13.3% | 211 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 211 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 211 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 211 | +7.1% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +700.0% | 197 | +579.3% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 29 | +3.6% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | – | 28 | – | 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% |