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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,221,018 | +3.4% | 124,294 | +8.6% | 1.16% | +5.3% |
| Q2 2023 | $4,080,600 | +20.5% | 114,463 | +17.6% | 1.10% | +9.6% |
| Q1 2023 | $3,387,597 | +27.1% | 97,345 | +17.6% | 1.01% | +15.4% |
| Q4 2022 | $2,665,659 | +104.9% | 82,759 | +79.0% | 0.87% | +86.3% |
| Q3 2022 | $1,301,000 | +0.6% | 46,246 | +12.5% | 0.47% | +5.6% |
| Q2 2022 | $1,293,000 | -5.3% | 41,107 | +10.5% | 0.44% | +7.8% |
| Q1 2022 | $1,366,000 | -4.3% | 37,192 | +1.3% | 0.41% | -3.1% |
| Q4 2021 | $1,427,000 | +13.3% | 36,702 | +12.7% | 0.42% | -0.5% |
| Q3 2021 | $1,260,000 | +10.9% | 32,559 | +13.1% | 0.43% | +7.8% |
| Q2 2021 | $1,136,000 | +21.6% | 28,790 | +16.0% | 0.40% | +9.4% |
| Q1 2021 | $934,000 | +12.3% | 24,828 | +7.4% | 0.36% | +3.1% |
| Q4 2020 | $832,000 | +25.5% | 23,118 | +9.6% | 0.35% | +10.4% |
| Q3 2020 | $663,000 | 0.0% | 21,099 | -5.3% | 0.32% | -9.4% |
| Q2 2020 | $663,000 | +16.3% | 22,278 | +1.0% | 0.35% | -4.1% |
| Q1 2020 | $570,000 | -8.7% | 22,050 | +18.8% | 0.36% | +7.0% |
| Q4 2019 | $624,000 | +10.8% | 18,568 | +5.1% | 0.34% | 0.0% |
| Q3 2019 | $563,000 | +2.4% | 17,660 | +3.0% | 0.34% | +3.3% |
| Q2 2019 | $550,000 | +0.4% | 17,152 | -2.0% | 0.33% | -7.6% |
| Q1 2019 | $548,000 | -24.7% | 17,501 | -31.8% | 0.36% | -32.0% |
| Q4 2018 | $728,000 | – | 25,663 | – | 0.52% | – |
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% |