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 | $202 | -4.3% | 5,960 | +0.4% | 0.06% | +5.5% |
| Q2 2023 | $211 | +11.1% | 5,937 | +0.6% | 0.06% | +5.8% |
| Q1 2023 | $190 | +14.5% | 5,903 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $166 | -99.9% | 5,903 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $166,000 | +22.1% | 5,903 | +36.9% | 0.05% | +23.8% |
| Q2 2022 | $136,000 | +1600.0% | 4,313 | +1915.4% | 0.04% | +2000.0% |
| Q1 2022 | $8,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | +100.0% | 214 | +127.7% | 0.00% | +100.0% |
| Q2 2021 | $4,000 | -66.7% | 94 | -78.9% | 0.00% | -80.0% |
| Q1 2020 | $12,000 | – | 446 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |