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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,078 | -5.7% | 61,192 | -1.0% | 1.46% | +80.2% |
| Q2 2023 | $2,203 | -5.1% | 61,790 | -7.4% | 0.81% | +3.2% |
| Q1 2023 | $2,321 | -23.2% | 66,704 | -28.9% | 0.78% | -37.2% |
| Q4 2022 | $3,023 | -99.8% | 93,849 | +82.9% | 1.25% | +5.0% |
| Q3 2022 | $1,443,000 | -13.4% | 51,302 | -3.2% | 1.19% | +404.2% |
| Q2 2022 | $1,667,000 | -17.3% | 52,995 | -3.4% | 0.24% | -82.6% |
| Q1 2022 | $2,015,000 | -20.2% | 54,872 | -15.5% | 1.35% | -29.3% |
| Q4 2021 | $2,525,000 | – | 64,955 | – | 1.92% | – |
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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% |