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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,985 | +2.1% | 6,143 | -0.3% | 0.17% | -9.8% |
| Q1 2023 | $214,412 | +4.7% | 6,161 | -3.1% | 0.18% | -6.6% |
| Q4 2022 | $204,736 | +0.9% | 6,356 | -1.4% | 0.20% | -0.5% |
| Q2 2022 | $203,000 | -20.7% | 6,449 | -7.6% | 0.20% | -5.3% |
| Q1 2022 | $256,000 | -44.2% | 6,981 | -40.9% | 0.21% | -42.9% |
| Q4 2021 | $459,000 | 0.0% | 11,820 | -0.3% | 0.37% | -6.6% |
| Q3 2021 | $459,000 | +14.2% | 11,851 | +16.2% | 0.39% | +14.6% |
| Q2 2021 | $402,000 | +5.5% | 10,198 | +0.7% | 0.34% | -1.2% |
| Q1 2021 | $381,000 | +8.5% | 10,132 | +3.9% | 0.35% | +1.2% |
| Q4 2020 | $351,000 | – | 9,747 | – | 0.34% | – |
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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% |