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 | $1,326,306 | -7.2% | 39,055 | -2.6% | 0.57% | -4.2% |
| Q2 2023 | $1,429,777 | +33.5% | 40,106 | +30.3% | 0.59% | +28.1% |
| Q1 2023 | $1,071,079 | -61.4% | 30,778 | -64.3% | 0.46% | -65.7% |
| Q4 2022 | $2,774,772 | -12.8% | 86,146 | -23.9% | 1.35% | -15.8% |
| Q3 2022 | $3,183,000 | -60.3% | 113,139 | -55.6% | 1.60% | -59.6% |
| Q2 2022 | $8,018,000 | -26.6% | 254,930 | -14.3% | 3.96% | -5.6% |
| Q1 2022 | $10,920,000 | +3.1% | 297,376 | +9.2% | 4.19% | +7.9% |
| Q4 2021 | $10,595,000 | +2.1% | 272,251 | +1.5% | 3.89% | -2.8% |
| Q3 2021 | $10,380,000 | +4.6% | 268,225 | +6.6% | 4.00% | -0.4% |
| Q2 2021 | $9,925,000 | +8.0% | 251,573 | +3.0% | 4.02% | -5.4% |
| Q1 2021 | $9,192,000 | -1.9% | 244,351 | -6.1% | 4.25% | -16.9% |
| Q4 2020 | $9,372,000 | +10.2% | 260,279 | -3.9% | 5.11% | -9.3% |
| Q3 2020 | $8,504,000 | +15.0% | 270,849 | +9.0% | 5.63% | -5.4% |
| Q2 2020 | $7,394,000 | +12.5% | 248,552 | -2.3% | 5.96% | -14.0% |
| Q1 2020 | $6,575,000 | -13.6% | 254,476 | +12.5% | 6.93% | +19.8% |
| Q4 2019 | $7,608,000 | +12.2% | 226,229 | +6.3% | 5.78% | -1.8% |
| Q3 2019 | $6,780,000 | – | 212,831 | – | 5.89% | – |
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% |