SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,086,000 | -4.8% | 329,128 | +0.8% | 6.85% | -20.5% |
| Q4 2021 | $12,692,000 | +2.4% | 326,534 | +2.0% | 8.62% | -3.9% |
| Q3 2021 | $12,390,000 | -6.2% | 320,144 | -4.3% | 8.97% | -3.7% |
| Q2 2021 | $13,202,000 | +2.4% | 334,656 | -2.3% | 9.31% | -5.2% |
| Q1 2021 | $12,888,000 | +3.0% | 342,580 | -1.4% | 9.82% | -5.3% |
| Q4 2020 | $12,507,000 | +20.2% | 347,320 | +4.8% | 10.37% | +3.5% |
| Q3 2020 | $10,409,000 | +7.3% | 331,495 | +1.6% | 10.02% | +1.6% |
| Q2 2020 | $9,702,000 | +8.4% | 326,115 | +0.5% | 9.86% | -5.8% |
| Q1 2020 | $8,949,000 | -14.3% | 324,592 | +4.5% | 10.47% | -2.0% |
| Q4 2019 | $10,444,000 | – | 310,550 | – | 10.68% | – |
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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% |