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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,980,000 | +1.7% | 50,933 | +1.3% | 0.74% | -8.3% |
| Q3 2021 | $1,946,000 | +0.4% | 50,285 | +2.4% | 0.81% | +1.4% |
| Q2 2021 | $1,938,000 | +6.4% | 49,128 | +1.4% | 0.80% | -0.3% |
| Q1 2021 | $1,822,000 | +6.2% | 48,431 | +1.6% | 0.80% | +1.0% |
| Q4 2020 | $1,716,000 | +22.7% | 47,648 | +7.0% | 0.79% | +7.8% |
| Q3 2020 | $1,399,000 | +17.1% | 44,548 | +10.9% | 0.73% | +5.2% |
| Q2 2020 | $1,195,000 | +14.8% | 40,162 | -0.3% | 0.70% | -6.7% |
| Q1 2020 | $1,041,000 | -12.4% | 40,298 | +14.0% | 0.75% | +8.7% |
| Q4 2019 | $1,188,000 | +1.6% | 35,337 | -3.7% | 0.69% | -6.9% |
| Q3 2019 | $1,169,000 | +9.6% | 36,699 | +10.4% | 0.74% | +8.5% |
| Q2 2019 | $1,067,000 | +9.5% | 33,256 | +6.9% | 0.68% | +4.4% |
| Q1 2019 | $974,000 | +21.9% | 31,115 | +10.4% | 0.65% | +6.2% |
| Q4 2018 | $799,000 | -10.9% | 28,175 | +5.3% | 0.61% | -1.0% |
| Q3 2018 | $897,000 | +17.6% | 26,747 | +15.9% | 0.62% | +10.9% |
| Q2 2018 | $763,000 | -2.3% | 23,082 | -0.3% | 0.56% | -7.9% |
| Q1 2018 | $781,000 | -63.0% | 23,156 | -62.6% | 0.61% | +14.7% |
| Q4 2017 | $2,110,000 | +199.7% | 61,938 | +194.5% | 0.53% | -8.3% |
| Q3 2017 | $704,000 | +10.3% | 21,030 | +4.7% | 0.58% | +5.9% |
| Q2 2017 | $638,000 | +9.2% | 20,086 | +2.7% | 0.54% | +1.3% |
| Q1 2017 | $584,000 | +9.2% | 19,549 | +1.1% | 0.54% | +2.1% |
| Q4 2016 | $535,000 | – | 19,329 | – | 0.53% | – |
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% |