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 2023 | $209,528 | +6.6% | 5,877 | +4.1% | 0.09% | -11.9% |
| Q1 2023 | $196,516 | +8.7% | 5,647 | +0.6% | 0.10% | -1.0% |
| Q4 2022 | $180,829 | +653.5% | 5,614 | +567.5% | 0.10% | +580.0% |
| Q3 2022 | $24,000 | -7.7% | 841 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -16.1% | 841 | +0.1% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 840 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $33,000 | +73.7% | 840 | +75.7% | 0.02% | +53.8% |
| Q2 2021 | $19,000 | +533.3% | 478 | +475.9% | 0.01% | +333.3% |
| Q1 2021 | $3,000 | 0.0% | 83 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | – | 83 | – | 0.00% | – |
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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% |