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 | $8,933,489 | -4.7% | 263,059 | 0.0% | 1.57% | -2.3% |
| Q2 2023 | $9,378,059 | +3.6% | 263,059 | +1.1% | 1.60% | +3.5% |
| Q1 2023 | $9,052,657 | +8.0% | 260,134 | 0.0% | 1.55% | +2.0% |
| Q4 2022 | $8,378,910 | +16.7% | 260,134 | +1.9% | 1.52% | +1.5% |
| Q3 2022 | $7,181,000 | -75.7% | 255,262 | -72.8% | 1.50% | -68.6% |
| Q2 2022 | $29,497,000 | -12.7% | 937,916 | +1.9% | 4.77% | +5.6% |
| Q1 2022 | $33,785,000 | -5.4% | 920,062 | +0.1% | 4.52% | +6.5% |
| Q4 2021 | $35,720,000 | – | 918,961 | – | 4.24% | – |
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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% |