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 | $1,532,294 | +9.7% | 45,121 | +15.2% | 0.42% | +10.9% |
| Q2 2023 | $1,396,502 | -5.8% | 39,173 | -8.0% | 0.38% | -16.7% |
| Q1 2023 | $1,481,967 | +2.2% | 42,585 | -5.4% | 0.45% | -6.2% |
| Q4 2022 | $1,450,410 | +17.1% | 45,030 | +2.3% | 0.48% | +5.7% |
| Q3 2022 | $1,239,000 | -50.8% | 44,028 | -35.7% | 0.45% | -43.2% |
| Q2 2022 | $2,516,000 | 0.0% | 68,518 | 0.0% | 0.80% | 0.0% |
| Q1 2022 | $2,516,000 | -16.7% | 68,518 | -11.8% | 0.80% | -23.4% |
| Q4 2021 | $3,021,000 | +20.0% | 77,712 | +19.5% | 1.04% | +1.3% |
| Q3 2021 | $2,517,000 | +13.7% | 65,040 | +15.9% | 1.03% | +1.6% |
| Q2 2021 | $2,214,000 | +5.8% | 56,117 | +0.9% | 1.01% | -8.5% |
| Q1 2021 | $2,092,000 | +18.6% | 55,612 | +14.3% | 1.11% | +5.6% |
| Q4 2020 | $1,764,000 | +19.1% | 48,636 | +3.1% | 1.05% | -9.9% |
| Q3 2020 | $1,481,000 | -47.7% | 47,170 | -1.1% | 1.16% | +8.5% |
| Q2 2020 | $2,834,000 | +102.0% | 47,678 | -12.2% | 1.07% | -16.2% |
| Q1 2020 | $1,403,000 | -45.7% | 54,307 | -33.1% | 1.28% | -28.7% |
| Q4 2019 | $2,586,000 | 0.0% | 81,171 | 0.0% | 1.80% | +0.4% |
| Q3 2019 | $2,586,000 | -1.9% | 81,171 | -1.2% | 1.79% | -4.1% |
| Q2 2019 | $2,636,000 | -1.1% | 82,154 | -3.5% | 1.86% | -5.9% |
| Q1 2019 | $2,665,000 | +5.2% | 85,128 | -4.7% | 1.98% | -9.3% |
| Q4 2018 | $2,533,000 | – | 89,347 | – | 2.18% | – |
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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% |