SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $67,563,000 | +2.7% | 1,738,166 | +2.3% | 13.94% | +2.1% |
| Q3 2021 | $65,761,000 | +0.3% | 1,699,263 | +2.2% | 13.66% | +1.4% |
| Q2 2021 | $65,593,000 | +7.6% | 1,662,677 | +2.6% | 13.47% | +1.0% |
| Q1 2021 | $60,955,000 | +3.9% | 1,620,280 | -0.6% | 13.33% | -0.1% |
| Q4 2020 | $58,680,000 | +20.5% | 1,629,545 | +5.1% | 13.34% | +4.8% |
| Q3 2020 | $48,677,000 | +67.3% | 1,550,230 | +58.5% | 12.73% | +52.7% |
| Q2 2020 | $29,097,000 | +16.7% | 978,042 | +1.3% | 8.34% | -6.8% |
| Q1 2020 | $24,939,000 | -33.5% | 965,137 | -13.5% | 8.95% | -22.3% |
| Q4 2019 | $37,511,000 | +2.7% | 1,115,402 | -2.7% | 11.51% | -6.4% |
| Q3 2019 | $36,527,000 | -4.4% | 1,146,483 | -3.7% | 12.29% | -11.1% |
| Q2 2019 | $38,224,000 | +33.7% | 1,191,140 | +30.4% | 13.83% | +26.9% |
| Q1 2019 | $28,593,000 | – | 913,216 | – | 10.89% | – |
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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% |