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 | $174,453 | +21.8% | 5,137 | +27.9% | 0.01% | +66.7% |
| Q2 2023 | $143,206 | +16.8% | 4,017 | +14.0% | 0.00% | 0.0% |
| Q1 2023 | $122,627 | +33.8% | 3,524 | +23.8% | 0.00% | 0.0% |
| Q4 2022 | $91,670 | -54.6% | 2,846 | -60.4% | 0.00% | -40.0% |
| Q3 2022 | $202,000 | +1.5% | 7,186 | +13.5% | 0.01% | 0.0% |
| Q2 2022 | $199,000 | -8.3% | 6,334 | +7.3% | 0.01% | 0.0% |
| Q1 2022 | $217,000 | +119.2% | 5,902 | +131.0% | 0.01% | +66.7% |
| Q4 2021 | $99,000 | -20.2% | 2,555 | -20.1% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | -0.8% | 3,196 | +0.6% | 0.00% | -25.0% |
| Q2 2021 | $125,000 | +52.4% | 3,177 | +45.4% | 0.00% | +33.3% |
| Q1 2021 | $82,000 | +67.3% | 2,185 | +57.8% | 0.00% | +50.0% |
| Q4 2020 | $49,000 | +16.7% | 1,385 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $42,000 | -8.7% | 1,353 | -13.4% | 0.00% | -33.3% |
| Q2 2020 | $46,000 | -45.2% | 1,562 | -52.3% | 0.00% | -57.1% |
| Q1 2020 | $84,000 | -90.9% | 3,274 | -88.1% | 0.01% | -89.4% |
| Q4 2019 | $927,000 | -56.1% | 27,594 | -58.4% | 0.07% | -44.1% |
| Q3 2019 | $2,114,000 | +45.3% | 66,360 | +46.3% | 0.12% | -42.4% |
| Q2 2019 | $1,455,000 | +42.2% | 45,355 | +38.8% | 0.20% | +17.1% |
| Q1 2019 | $1,023,000 | – | 32,686 | – | 0.18% | – |
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% |