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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $273,000 | -12.5% | 7,527 | -6.3% | 0.03% | -8.1% |
| Q4 2021 | $312,000 | +3.3% | 8,036 | +2.8% | 0.04% | -5.1% |
| Q3 2021 | $302,000 | -1.6% | 7,814 | +0.4% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | +3.0% | 7,785 | -1.6% | 0.04% | -4.9% |
| Q1 2021 | $298,000 | +16.0% | 7,914 | +10.7% | 0.04% | +10.8% |
| Q4 2020 | $257,000 | +58.6% | 7,146 | +38.5% | 0.04% | +54.2% |
| Q3 2020 | $162,000 | – | 5,161 | +39600.0% | 0.02% | – |
| Q2 2020 | $0 | -100.0% | 13 | -99.6% | 0.00% | -100.0% |
| Q1 2020 | $89,000 | -29.9% | 3,425 | -9.6% | 0.02% | -15.0% |
| Q4 2019 | $127,000 | – | 3,789 | +42000.0% | 0.02% | – |
| Q3 2019 | $0 | – | 9 | – | 0.00% | – |
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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% |