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 | $246,239 | -18.4% | 7,497 | -9.3% | 0.08% | -10.0% |
| Q2 2023 | $301,699 | -3.7% | 8,268 | -8.1% | 0.09% | -11.8% |
| Q1 2023 | $313,165 | -2.4% | 8,999 | -1.3% | 0.10% | -7.3% |
| Q4 2022 | $320,771 | +16.2% | 9,118 | -0.5% | 0.11% | +4.8% |
| Q3 2022 | $276,000 | -20.7% | 9,166 | -17.1% | 0.10% | -25.5% |
| Q2 2022 | $348,000 | -13.0% | 11,059 | +0.4% | 0.14% | -0.7% |
| Q1 2022 | $400,000 | +37.5% | 11,014 | +47.3% | 0.14% | +23.5% |
| Q4 2021 | $291,000 | +5.8% | 7,477 | +5.4% | 0.12% | -13.5% |
| Q3 2021 | $275,000 | +1.1% | 7,097 | +2.9% | 0.13% | +3.1% |
| Q2 2021 | $272,000 | +3.4% | 6,899 | 0.0% | 0.13% | -2.3% |
| Q1 2021 | $263,000 | +7.3% | 6,899 | +1.3% | 0.13% | -24.1% |
| Q4 2020 | $245,000 | – | 6,812 | – | 0.17% | – |
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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% |