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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $225 | -99.9% | 6,973 | 0.0% | 0.14% | +5.9% |
| Q3 2022 | $196,000 | -10.5% | 6,973 | 0.0% | 0.14% | -8.8% |
| Q2 2022 | $219,000 | -14.5% | 6,973 | 0.0% | 0.15% | -3.9% |
| Q1 2022 | $256,000 | -5.5% | 6,973 | 0.0% | 0.15% | 0.0% |
| Q4 2021 | $271,000 | +0.4% | 6,973 | 0.0% | 0.15% | -7.2% |
| Q3 2021 | $270,000 | -1.8% | 6,973 | 0.0% | 0.17% | -4.0% |
| Q2 2021 | $275,000 | +5.0% | 6,973 | 0.0% | 0.17% | -1.1% |
| Q1 2021 | $262,000 | +4.4% | 6,973 | 0.0% | 0.18% | -4.4% |
| Q4 2020 | $251,000 | +14.6% | 6,973 | 0.0% | 0.18% | -4.2% |
| Q3 2020 | $219,000 | +5.8% | 6,973 | 0.0% | 0.19% | +2.1% |
| Q2 2020 | $207,000 | +14.4% | 6,973 | 0.0% | 0.19% | +3.3% |
| Q1 2020 | $181,000 | -23.0% | 6,973 | 0.0% | 0.18% | +1.1% |
| Q4 2019 | $235,000 | +8.3% | 6,973 | +2.2% | 0.18% | 0.0% |
| Q3 2019 | $217,000 | 0.0% | 6,823 | +0.8% | 0.18% | -2.7% |
| Q2 2019 | $217,000 | +2.4% | 6,769 | 0.0% | 0.18% | +1.7% |
| Q1 2019 | $212,000 | +10.4% | 6,769 | 0.0% | 0.18% | -2.7% |
| Q4 2018 | $192,000 | -12.7% | 6,769 | +3.0% | 0.19% | -3.6% |
| Q3 2018 | $220,000 | -56.5% | 6,571 | +5.6% | 0.19% | -57.9% |
| Q2 2018 | $506,000 | +141.0% | 6,223 | 0.0% | 0.46% | +141.1% |
| Q1 2018 | $210,000 | -4.5% | 6,223 | -3.5% | 0.19% | +2.7% |
| Q4 2017 | $220,000 | – | 6,448 | – | 0.18% | – |
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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% |