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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,217,118 | -25.8% | 34,141 | -27.6% | 0.24% | -29.0% |
| Q1 2023 | $1,641,131 | -0.0% | 47,159 | -7.5% | 0.34% | -4.8% |
| Q4 2022 | $1,641,623 | +14.7% | 50,966 | +0.2% | 0.35% | +5.4% |
| Q3 2022 | $1,431,000 | -14.4% | 50,859 | -4.4% | 0.33% | -2.1% |
| Q2 2022 | $1,672,000 | -18.8% | 53,177 | -5.1% | 0.34% | -0.9% |
| Q1 2022 | $2,058,000 | -11.7% | 56,058 | -6.6% | 0.34% | -7.8% |
| Q4 2021 | $2,332,000 | -3.0% | 60,006 | -3.4% | 0.37% | -39.4% |
| Q3 2021 | $2,404,000 | -7.6% | 62,124 | -5.8% | 0.62% | -8.2% |
| Q2 2021 | $2,601,000 | +0.6% | 65,936 | -4.1% | 0.67% | -24.1% |
| Q1 2021 | $2,586,000 | -19.7% | 68,727 | -23.1% | 0.88% | +30.4% |
| Q4 2020 | $3,220,000 | +43.6% | 89,428 | +25.2% | 0.68% | -31.9% |
| Q3 2020 | $2,242,000 | -9.3% | 71,405 | -14.1% | 1.00% | -22.9% |
| Q2 2020 | $2,473,000 | +14.5% | 83,111 | -0.5% | 1.29% | -8.7% |
| Q1 2020 | $2,159,000 | +14.9% | 83,545 | +49.6% | 1.41% | +19.0% |
| Q4 2019 | $1,879,000 | – | 55,859 | – | 1.19% | – |
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% |