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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,924 | -4.7% | 6,770 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $241,366 | +3.1% | 6,770 | +0.7% | 0.13% | +1.6% |
| Q1 2023 | $234,000 | +5.5% | 6,724 | -2.3% | 0.13% | +0.8% |
| Q4 2022 | $221,735 | -2.3% | 6,884 | -4.8% | 0.13% | +6.7% |
| Q2 2022 | $227,000 | -14.7% | 7,228 | -0.3% | 0.12% | -3.3% |
| Q1 2022 | $266,000 | -6.0% | 7,251 | -0.4% | 0.12% | -2.4% |
| Q4 2021 | $283,000 | +0.7% | 7,283 | +0.5% | 0.13% | -6.7% |
| Q3 2021 | $281,000 | +1.1% | 7,250 | +3.0% | 0.14% | +3.8% |
| Q2 2021 | $278,000 | +5.3% | 7,042 | +0.4% | 0.13% | -6.5% |
| Q1 2021 | $264,000 | +5.6% | 7,015 | +1.1% | 0.14% | +10.3% |
| Q4 2020 | $250,000 | +14.7% | 6,940 | +0.0% | 0.13% | +5.0% |
| Q3 2020 | $218,000 | +5.8% | 6,938 | +0.2% | 0.12% | +13.2% |
| Q2 2020 | $206,000 | -24.8% | 6,927 | -20.8% | 0.11% | -58.6% |
| Q2 2019 | $274,000 | +21.8% | 8,741 | +21.6% | 0.26% | +80.3% |
| Q1 2019 | $225,000 | – | 7,191 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |