SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $377,058 | -4.7% | 11,103 | 0.0% | 0.09% | -3.4% |
Q2 2023 | $395,822 | +2.4% | 11,103 | 0.0% | 0.09% | -2.2% |
Q1 2023 | $386,385 | +27.5% | 11,103 | +18.0% | 0.09% | +15.2% |
Q4 2022 | $303,096 | +9.0% | 9,410 | -4.7% | 0.08% | +5.3% |
Q3 2022 | $278,000 | -10.6% | 9,876 | 0.0% | 0.08% | +2.7% |
Q2 2022 | $311,000 | -12.4% | 9,876 | +2.1% | 0.07% | +1.4% |
Q1 2022 | $355,000 | +1.4% | 9,676 | +7.5% | 0.07% | +1.4% |
Q4 2021 | $350,000 | +3.2% | 9,001 | +2.9% | 0.07% | -4.1% |
Q3 2021 | $339,000 | -5.0% | 8,751 | -3.3% | 0.07% | -8.6% |
Q2 2021 | $357,000 | +5.0% | 9,051 | 0.0% | 0.08% | -2.4% |
Q1 2021 | $340,000 | +4.3% | 9,051 | 0.0% | 0.08% | +1.2% |
Q4 2020 | $326,000 | +16.0% | 9,051 | +1.1% | 0.08% | +3.8% |
Q3 2020 | $281,000 | +5.6% | 8,955 | 0.0% | 0.08% | -6.0% |
Q2 2020 | $266,000 | +15.2% | 8,955 | 0.0% | 0.08% | -31.1% |
Q1 2020 | $231,000 | – | 8,955 | – | 0.12% | – |
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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% |