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 2023 | $228,231 | -10.3% | 6,491 | -17.8% | 0.08% | -14.6% |
| Q4 2022 | $254,337 | +4.7% | 7,896 | -4.3% | 0.10% | -1.0% |
| Q3 2022 | $243,000 | -5.8% | 8,248 | -1.2% | 0.10% | -3.0% |
| Q2 2022 | $258,000 | -26.1% | 8,349 | -11.4% | 0.10% | -16.0% |
| Q1 2022 | $349,000 | +1.2% | 9,426 | +6.0% | 0.12% | +1.7% |
| Q4 2021 | $345,000 | -13.3% | 8,889 | -14.2% | 0.12% | -18.8% |
| Q3 2021 | $398,000 | -4.8% | 10,363 | -1.5% | 0.14% | -4.0% |
| Q2 2021 | $418,000 | -1.6% | 10,523 | -6.9% | 0.15% | -10.2% |
| Q1 2021 | $425,000 | -1.8% | 11,303 | -5.4% | 0.17% | -11.2% |
| Q4 2020 | $433,000 | +5.4% | 11,942 | -8.7% | 0.19% | -7.4% |
| Q3 2020 | $411,000 | +11.1% | 13,081 | +5.1% | 0.20% | +4.6% |
| Q2 2020 | $370,000 | +11.8% | 12,452 | -2.7% | 0.19% | -4.0% |
| Q1 2020 | $331,000 | -44.6% | 12,795 | -27.9% | 0.20% | -30.1% |
| Q4 2019 | $598,000 | +7.2% | 17,758 | -0.1% | 0.29% | -1.0% |
| Q3 2019 | $558,000 | -5.7% | 17,771 | -2.4% | 0.29% | -3.9% |
| Q2 2019 | $592,000 | +3.3% | 18,211 | -0.4% | 0.30% | +1.0% |
| Q1 2019 | $573,000 | -10.6% | 18,286 | -15.6% | 0.30% | -16.2% |
| Q4 2018 | $641,000 | -4.5% | 21,675 | +6.8% | 0.36% | -0.8% |
| Q2 2018 | $671,000 | – | 20,292 | – | 0.36% | – |
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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% |