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 | $1,673,651 | +28.8% | 49,283 | +6.7% | 1.22% | +14.0% |
| Q3 2022 | $1,299,000 | -60.2% | 46,175 | -55.5% | 1.07% | -59.3% |
| Q2 2022 | $3,263,000 | -13.9% | 103,756 | +0.5% | 2.63% | -6.2% |
| Q1 2022 | $3,791,000 | +22.2% | 103,250 | +1538.6% | 2.81% | +22.7% |
| Q4 2021 | $3,103,000 | -45.2% | 6,301 | -96.4% | 2.29% | -70.8% |
| Q2 2019 | $5,660,000 | +6.1% | 176,389 | +3.5% | 7.84% | -1.7% |
| Q1 2019 | $5,335,000 | +140.2% | 170,385 | +117.5% | 7.97% | +135.6% |
| Q4 2018 | $2,221,000 | – | 78,340 | – | 3.38% | – |
Download | ||||||
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% |