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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $872,839 | +1.2% | 25,702 | +6.3% | 0.32% | +6.1% |
| Q2 2023 | $862,194 | +3.3% | 24,185 | +0.8% | 0.30% | -4.8% |
| Q1 2023 | $834,757 | +8.1% | 23,987 | +0.1% | 0.31% | -3.7% |
| Q4 2022 | $772,147 | +1.9% | 23,972 | -11.1% | 0.32% | -9.2% |
| Q3 2022 | $758,000 | -17.2% | 26,969 | -7.4% | 0.36% | -17.7% |
| Q2 2022 | $916,000 | +32.0% | 29,135 | +54.1% | 0.43% | +29.6% |
| Q1 2022 | $694,000 | -36.3% | 18,910 | -32.5% | 0.34% | -18.9% |
| Q4 2021 | $1,089,000 | +5.9% | 28,024 | +5.5% | 0.41% | -8.4% |
| Q3 2021 | $1,028,000 | -8.2% | 26,574 | -6.4% | 0.45% | -12.1% |
| Q2 2021 | $1,120,000 | +20.6% | 28,394 | +14.9% | 0.51% | +5.8% |
| Q1 2021 | $929,000 | +20.2% | 24,706 | +15.1% | 0.48% | +6.1% |
| Q4 2020 | $773,000 | +31.7% | 21,469 | +14.7% | 0.46% | +6.5% |
| Q3 2020 | $587,000 | +16.2% | 18,719 | +10.2% | 0.43% | +1.7% |
| Q2 2020 | $505,000 | +227.9% | 16,989 | +268.8% | 0.42% | +267.0% |
| Q3 2018 | $154,000 | +4.1% | 4,606 | +2.8% | 0.12% | -12.9% |
| Q2 2018 | $148,000 | -2.6% | 4,480 | +0.3% | 0.13% | -3.6% |
| Q4 2017 | $152,000 | – | 4,468 | – | 0.14% | – |
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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% |