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 2022 | $12,899,000 | -25.0% | 401,575 | -14.3% | 3.08% | -11.3% |
| Q1 2022 | $17,200,000 | +377.5% | 468,410 | +411.2% | 3.48% | +398.9% |
| Q4 2021 | $3,602,000 | +23.1% | 91,634 | +21.1% | 0.70% | +5.1% |
| Q3 2021 | $2,927,000 | +5.0% | 75,642 | +7.1% | 0.66% | +5.4% |
| Q2 2021 | $2,788,000 | +25.2% | 70,660 | +14.3% | 0.63% | +10.9% |
| Q1 2021 | $2,227,000 | +10.5% | 61,844 | -3.7% | 0.57% | +3.1% |
| Q4 2020 | $2,016,000 | +1.4% | 64,215 | -0.8% | 0.55% | +3.6% |
| Q3 2020 | $1,989,000 | +2.4% | 64,752 | +1.5% | 0.53% | +2.5% |
| Q2 2020 | $1,943,000 | +22.5% | 63,822 | +4.4% | 0.52% | +3.8% |
| Q1 2020 | $1,586,000 | +20.5% | 61,122 | +53.3% | 0.50% | +55.9% |
| Q4 2019 | $1,316,000 | +18.5% | 39,858 | +14.9% | 0.32% | +17.2% |
| Q3 2019 | $1,111,000 | -11.0% | 34,687 | -10.9% | 0.27% | -10.8% |
| Q2 2019 | $1,249,000 | +21.5% | 38,924 | +21.0% | 0.31% | +12.5% |
| Q1 2019 | $1,028,000 | +16.6% | 32,168 | +3.4% | 0.27% | -4.9% |
| Q4 2018 | $882,000 | +8.9% | 31,123 | +20.6% | 0.29% | +18.2% |
| Q3 2018 | $810,000 | +15.5% | 25,807 | +24.1% | 0.24% | +3.4% |
| Q2 2018 | $701,000 | -0.3% | 20,790 | -0.3% | 0.23% | +1.3% |
| Q1 2018 | $703,000 | +211.1% | 20,855 | +215.0% | 0.23% | +196.2% |
| Q4 2017 | $226,000 | – | 6,620 | – | 0.08% | – |
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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% |