SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,871 | -94.5% | 379 | -94.4% | 0.00% | -100.0% |
| Q1 2023 | $234,274 | -78.4% | 6,732 | -80.0% | 0.00% | -83.3% |
| Q4 2022 | $1,082,804 | +54040.2% | 33,617 | +57860.3% | 0.01% | – |
| Q2 2022 | $2,000 | -99.7% | 58 | -99.7% | 0.00% | -100.0% |
| Q4 2021 | $726,000 | +18050.0% | 18,680 | +18580.0% | 0.01% | – |
| Q3 2021 | $4,000 | -99.1% | 100 | -99.2% | 0.00% | -100.0% |
| Q4 2020 | $456,000 | +225.7% | 12,660 | +184.8% | 0.01% | +200.0% |
| Q3 2020 | $140,000 | +30.8% | 4,445 | +23.5% | 0.00% | 0.0% |
| Q2 2020 | $107,000 | +197.2% | 3,600 | +156.4% | 0.00% | +100.0% |
| Q1 2020 | $36,000 | -93.3% | 1,404 | -91.2% | 0.00% | -94.1% |
| Q4 2019 | $537,000 | – | 15,982 | – | 0.02% | – |
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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% |