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 2023 | $9,292,874 | +1.1% | 273,642 | +6.1% | 0.65% | +8.6% |
| Q2 2023 | $9,194,705 | +3305.5% | 257,916 | +3224.1% | 0.60% | +3913.3% |
| Q1 2023 | $269,999 | +10.0% | 7,759 | +1.8% | 0.02% | -6.2% |
| Q4 2022 | $245,394 | +14.1% | 7,619 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $215,000 | -68.3% | 7,641 | -64.6% | 0.02% | -66.7% |
| Q2 2022 | $679,000 | -14.4% | 21,601 | -0.0% | 0.05% | -2.0% |
| Q1 2022 | $793,000 | -15.6% | 21,603 | -10.7% | 0.05% | -16.9% |
| Q4 2021 | $940,000 | – | 24,181 | – | 0.06% | – |
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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% |