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 | $4,354 | -16.4% | 128,215 | -14.4% | 1.81% | -23.0% |
| Q1 2023 | $5,210 | +10.2% | 149,701 | +2.0% | 2.35% | +18.9% |
| Q4 2022 | $4,728 | -99.9% | 146,775 | -0.8% | 1.98% | +1.1% |
| Q3 2022 | $4,162,000 | -6.1% | 147,943 | +5.0% | 1.96% | -0.5% |
| Q2 2022 | $4,431,000 | -14.3% | 140,901 | +0.1% | 1.97% | -8.1% |
| Q1 2022 | $5,170,000 | -15.3% | 140,784 | -10.4% | 2.14% | -2.3% |
| Q4 2021 | $6,107,000 | +13.0% | 157,102 | +12.5% | 2.19% | -4.4% |
| Q3 2021 | $5,403,000 | +7.7% | 139,617 | +9.8% | 2.29% | -14.0% |
| Q2 2021 | $5,017,000 | +7.9% | 127,170 | +2.9% | 2.67% | +20.8% |
| Q1 2021 | $4,651,000 | +8.4% | 123,634 | +3.7% | 2.21% | -1.0% |
| Q4 2020 | $4,292,000 | +22.6% | 119,185 | +6.9% | 2.23% | +12.6% |
| Q3 2020 | $3,500,000 | +7.0% | 111,458 | +1.4% | 1.98% | +1.0% |
| Q2 2020 | $3,270,000 | +22.2% | 109,924 | +6.1% | 1.96% | +4.5% |
| Q1 2020 | $2,677,000 | +5.3% | 103,580 | +37.0% | 1.88% | +10.7% |
| Q4 2019 | $2,542,000 | – | 75,588 | – | 1.69% | – |
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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% |