SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 976 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $7,934 | +9.1% | 203,328 | +3.4% | 3.76% | -3.7% |
| Q4 2023 | $7,271 | +8.1% | 196,734 | -0.7% | 3.90% | -3.5% |
| Q3 2023 | $6,725 | +3.3% | 198,027 | +5.9% | 4.04% | -22.8% |
| Q1 2023 | $6,508 | -0.8% | 187,005 | -8.2% | 5.24% | +14.3% |
| Q4 2022 | $6,563 | -99.5% | 203,743 | +301.0% | 4.58% | +264.2% |
| Q3 2022 | $1,429,000 | -17.7% | 50,815 | -7.9% | 1.26% | +3.6% |
| Q2 2022 | $1,736,000 | -22.0% | 55,196 | -8.9% | 1.22% | -20.4% |
| Q1 2022 | $2,225,000 | -5.9% | 60,581 | -0.5% | 1.53% | -3.2% |
| Q4 2021 | $2,365,000 | -75.8% | 60,861 | -75.4% | 1.58% | -82.3% |
| Q2 2021 | $9,756,000 | +10.6% | 247,305 | +5.5% | 8.90% | +30.9% |
| Q1 2021 | $8,823,000 | +0.5% | 234,521 | -3.8% | 6.79% | -1.4% |
| Q4 2020 | $8,779,000 | – | 243,788 | – | 6.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |