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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $59,000 | -16.9% | 1,611 | -11.3% | 0.02% | -13.6% |
| Q4 2021 | $71,000 | +1.4% | 1,817 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $70,000 | -34.0% | 1,817 | -32.7% | 0.02% | -35.1% |
| Q2 2021 | $106,000 | +49.3% | 2,699 | +43.4% | 0.04% | +37.0% |
| Q1 2021 | $71,000 | 0.0% | 1,882 | -4.9% | 0.03% | -15.6% |
| Q4 2020 | $71,000 | 0.0% | 1,978 | -12.2% | 0.03% | -8.6% |
| Q3 2020 | $71,000 | +6.0% | 2,254 | 0.0% | 0.04% | -2.8% |
| Q2 2020 | $67,000 | +17.5% | 2,254 | +2.4% | 0.04% | -5.3% |
| Q1 2020 | $57,000 | -65.5% | 2,202 | -55.1% | 0.04% | -59.6% |
| Q4 2019 | $165,000 | +9.3% | 4,902 | +3.8% | 0.09% | +3.3% |
| Q3 2019 | $151,000 | +13.5% | 4,724 | +14.1% | 0.09% | +12.3% |
| Q2 2019 | $133,000 | +40.0% | 4,141 | +36.8% | 0.08% | +32.8% |
| Q1 2019 | $95,000 | +18.8% | 3,026 | +7.8% | 0.06% | +5.2% |
| Q4 2018 | $80,000 | -30.4% | 2,808 | -22.6% | 0.06% | -24.7% |
| Q3 2018 | $115,000 | +64.3% | 3,627 | +70.4% | 0.08% | +51.0% |
| Q2 2018 | $70,000 | +100.0% | 2,129 | +104.5% | 0.05% | +88.9% |
| Q1 2018 | $35,000 | – | 1,041 | – | 0.03% | – |
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% |