SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,211,194 | -4.7% | 35,665 | +0.0% | 0.30% | -4.2% |
| Q2 2023 | $1,271,433 | -8.5% | 35,664 | -10.7% | 0.31% | -14.0% |
| Q1 2023 | $1,389,272 | -3.7% | 39,922 | -10.9% | 0.36% | -9.4% |
| Q4 2022 | $1,443,388 | +13.4% | 44,812 | -1.0% | 0.40% | +2.9% |
| Q3 2022 | $1,273,000 | -9.5% | 45,252 | +1.2% | 0.38% | -7.2% |
| Q2 2022 | $1,406,000 | -17.7% | 44,704 | -3.9% | 0.41% | -10.0% |
| Q1 2022 | $1,709,000 | -5.4% | 46,541 | +0.2% | 0.46% | -4.6% |
| Q4 2021 | $1,806,000 | +0.6% | 46,471 | +0.2% | 0.48% | -15.6% |
| Q3 2021 | $1,795,000 | -1.7% | 46,377 | +0.2% | 0.57% | +2.3% |
| Q2 2021 | $1,826,000 | +8.5% | 46,291 | +3.5% | 0.56% | +3.5% |
| Q1 2021 | $1,683,000 | +2.1% | 44,738 | -2.2% | 0.54% | +5.9% |
| Q4 2020 | $1,648,000 | +16.9% | 45,762 | +1.9% | 0.51% | -1.0% |
| Q3 2020 | $1,410,000 | +7.1% | 44,893 | +1.4% | 0.51% | -4.1% |
| Q2 2020 | $1,317,000 | +15.8% | 44,276 | +0.6% | 0.54% | -4.1% |
| Q1 2020 | $1,137,000 | -23.7% | 44,001 | -0.8% | 0.56% | -18.4% |
| Q4 2019 | $1,491,000 | -1.3% | 44,346 | -6.4% | 0.68% | -8.4% |
| Q3 2019 | $1,510,000 | +3.0% | 47,389 | +3.8% | 0.75% | -15.1% |
| Q2 2019 | $1,466,000 | +6.8% | 45,672 | +4.2% | 0.88% | +2.7% |
| Q1 2019 | $1,373,000 | +25.7% | 43,851 | +13.9% | 0.86% | +3.6% |
| Q4 2018 | $1,092,000 | -14.2% | 38,514 | +1.4% | 0.83% | -3.0% |
| Q3 2018 | $1,273,000 | +6.0% | 37,991 | +4.5% | 0.85% | -5.3% |
| Q2 2018 | $1,201,000 | -2.1% | 36,368 | -0.1% | 0.90% | -9.8% |
| Q1 2018 | $1,227,000 | -1.6% | 36,408 | -0.5% | 1.00% | -20.9% |
| Q4 2017 | $1,247,000 | – | 36,588 | – | 1.26% | – |
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% |