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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $200,000 | -3.8% | 5,148 | -36.0% | 0.01% | -41.7% |
| Q1 2020 | $208,000 | -23.5% | 8,041 | -0.7% | 0.01% | 0.0% |
| Q4 2019 | $272,000 | -1.8% | 8,095 | -7.0% | 0.01% | -7.7% |
| Q3 2019 | $277,000 | -2.1% | 8,704 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $283,000 | +2.2% | 8,818 | -0.2% | 0.01% | 0.0% |
| Q1 2019 | $277,000 | +23.7% | 8,834 | +11.8% | 0.01% | 0.0% |
| Q4 2018 | $224,000 | -13.8% | 7,905 | +1.9% | 0.01% | 0.0% |
| Q3 2018 | $260,000 | +1.6% | 7,759 | 0.0% | 0.01% | -18.8% |
| Q2 2018 | $256,000 | -2.3% | 7,759 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $262,000 | -1.1% | 7,759 | -0.4% | 0.02% | +6.2% |
| Q4 2017 | $265,000 | +3.1% | 7,790 | +1.5% | 0.02% | -20.0% |
| Q3 2017 | $257,000 | -1.5% | 7,676 | -6.7% | 0.02% | -4.8% |
| Q2 2017 | $261,000 | +6.1% | 8,224 | 0.0% | 0.02% | +10.5% |
| Q1 2017 | $246,000 | +7.9% | 8,224 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | – | 8,224 | – | 0.02% | – |
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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% |