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 | $13,313 | -85.1% | 392 | -84.3% | 0.00% | -100.0% |
| Q2 2023 | $89,125 | +93715.8% | 2,500 | -8.8% | 0.00% | 0.0% |
| Q1 2023 | $95 | -84.8% | 2,740 | -85.9% | 0.00% | -88.5% |
| Q4 2022 | $625 | -99.9% | 19,410 | -29.0% | 0.03% | +116.7% |
| Q3 2022 | $769,000 | +25533.3% | 27,340 | +30968.2% | 0.01% | – |
| Q2 2022 | $3,000 | -99.5% | 88 | -99.4% | 0.00% | -100.0% |
| Q1 2022 | $561,000 | +276.5% | 15,274 | +297.3% | 0.01% | +66.7% |
| Q4 2021 | $149,000 | -39.2% | 3,844 | -39.3% | 0.00% | -50.0% |
| Q3 2021 | $245,000 | +24400.0% | 6,337 | +42146.7% | 0.01% | – |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -99.0% | 15 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $100,000 | +3233.3% | 2,787 | +3383.8% | 0.00% | – |
| Q3 2020 | $3,000 | -99.5% | 80 | -99.6% | 0.00% | -100.0% |
| Q2 2020 | $561,000 | +11120.0% | 18,856 | +11834.2% | 0.02% | – |
| Q1 2019 | $5,000 | -28.6% | 158 | -38.8% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | +250.0% | 258 | +344.8% | 0.00% | – |
| Q3 2018 | $2,000 | – | 58 | +2800.0% | 0.00% | – |
| Q4 2016 | $0 | – | 2 | -88.9% | 0.00% | – |
| Q3 2015 | $0 | -100.0% | 18 | -91.4% | 0.00% | -100.0% |
| Q4 2013 | $7,000 | – | 210 | – | 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% |