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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210 | +4.5% | 5,883 | +1.6% | 0.22% | +10.3% |
| Q1 2023 | $201 | -6.5% | 5,789 | -13.4% | 0.20% | -14.7% |
| Q4 2022 | $215 | -99.9% | 6,686 | -19.2% | 0.24% | -23.7% |
| Q1 2022 | $311,000 | -3.1% | 8,278 | +0.3% | 0.31% | -3.1% |
| Q4 2021 | $321,000 | +7.4% | 8,255 | +6.8% | 0.32% | +1.3% |
| Q3 2021 | $299,000 | +6.4% | 7,729 | +8.5% | 0.32% | +13.6% |
| Q2 2021 | $281,000 | +1.1% | 7,121 | -3.7% | 0.28% | -9.4% |
| Q1 2021 | $278,000 | +20.9% | 7,392 | +15.6% | 0.31% | +12.4% |
| Q4 2020 | $230,000 | – | 6,394 | – | 0.28% | – |
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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% |