SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,243 | +2.9% | 17,997 | +8.5% | 0.01% | +8.3% |
| Q2 2023 | $579,559 | +8.7% | 16,583 | +10.8% | 0.01% | +20.0% |
| Q1 2023 | $533,324 | +0.3% | 14,960 | -6.0% | 0.01% | -9.1% |
| Q4 2022 | $531,720 | -35.3% | 15,915 | -45.8% | 0.01% | -42.1% |
| Q3 2022 | $822,000 | -12.7% | 29,344 | -2.2% | 0.02% | -9.5% |
| Q2 2022 | $942,000 | -21.6% | 30,012 | -10.2% | 0.02% | -12.5% |
| Q1 2022 | $1,201,000 | -14.5% | 33,416 | -7.3% | 0.02% | 0.0% |
| Q4 2021 | $1,405,000 | -1.1% | 36,062 | -1.0% | 0.02% | -7.7% |
| Q3 2021 | $1,421,000 | -1.5% | 36,423 | -0.1% | 0.03% | 0.0% |
| Q2 2021 | $1,443,000 | +5244.4% | 36,455 | +3612.3% | 0.03% | +420.0% |
| Q3 2015 | $27,000 | -41.3% | 982 | -34.5% | 0.01% | -16.7% |
| Q2 2015 | $46,000 | – | 1,500 | – | 0.01% | – |
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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% |