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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $475 | -1.2% | 13,981 | +1.1% | 0.16% | -3.6% |
Q1 2023 | $481 | +8.1% | 13,827 | 0.0% | 0.17% | +1.8% |
Q4 2022 | $445 | -99.9% | 13,827 | +1.9% | 0.16% | -5.2% |
Q3 2022 | $381,000 | -10.8% | 13,572 | 0.0% | 0.17% | -8.4% |
Q2 2022 | $427,000 | -22.2% | 13,572 | -9.3% | 0.19% | -12.8% |
Q1 2022 | $549,000 | -5.8% | 14,959 | -0.3% | 0.22% | -1.4% |
Q4 2021 | $583,000 | +7.0% | 15,000 | +3.5% | 0.22% | -11.6% |
Q1 2021 | $545,000 | +4.4% | 14,489 | 0.0% | 0.25% | -8.8% |
Q4 2020 | $522,000 | +16.3% | 14,489 | +1.4% | 0.27% | +3.0% |
Q3 2020 | $449,000 | +5.6% | 14,285 | 0.0% | 0.27% | -1.5% |
Q2 2020 | $425,000 | +16.1% | 14,285 | +0.8% | 0.27% | -2.2% |
Q1 2020 | $366,000 | -17.2% | 14,171 | +7.9% | 0.28% | -5.8% |
Q4 2019 | $442,000 | +8.1% | 13,133 | +2.2% | 0.29% | -2.0% |
Q3 2019 | $409,000 | 0.0% | 12,850 | +0.8% | 0.30% | -5.1% |
Q2 2019 | $409,000 | +2.5% | 12,749 | 0.0% | 0.32% | -4.8% |
Q1 2019 | $399,000 | +10.5% | 12,749 | 0.0% | 0.33% | -5.7% |
Q4 2018 | $361,000 | – | 12,749 | – | 0.35% | – |
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% |