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 | $3,111,238 | +8789.3% | 90,696 | +10045.0% | 0.64% | +5250.0% |
| Q3 2021 | $35,000 | +25.0% | 894 | +26.1% | 0.01% | +9.1% |
| Q2 2021 | $28,000 | +12.0% | 709 | +2.8% | 0.01% | -8.3% |
| Q1 2021 | $25,000 | 0.0% | 690 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $25,000 | +19.0% | 690 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +133.3% | 681 | +132.4% | 0.01% | +100.0% |
| Q2 2020 | $9,000 | – | 293 | +9666.7% | 0.01% | – |
| Q1 2020 | $0 | -100.0% | 3 | -99.8% | 0.00% | -100.0% |
| Q4 2019 | $47,000 | -13.0% | 1,397 | -17.9% | 0.04% | -27.5% |
| Q3 2019 | $54,000 | – | 1,702 | +21175.0% | 0.05% | – |
| Q2 2019 | $0 | – | 8 | – | 0.00% | – |
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% |