SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,607 | -8.9% | 3,080 | -4.4% | 0.04% | -7.9% |
| Q2 2023 | $114,839 | +2.5% | 3,221 | 0.0% | 0.04% | -7.3% |
| Q1 2023 | $112,075 | +23.8% | 3,221 | +0.1% | 0.04% | -4.7% |
| Q4 2022 | $90,560 | -0.5% | 3,219 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $91,000 | +1037.5% | 3,219 | +1119.3% | 0.04% | +975.0% |
| Q2 2022 | $8,000 | +166.7% | 264 | +183.9% | 0.00% | +300.0% |
| Q1 2022 | $3,000 | -25.0% | 93 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $4,000 | -63.6% | 93 | -66.7% | 0.00% | -66.7% |
| Q3 2021 | $11,000 | +10.0% | 279 | +9.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 256 | +12.8% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | -18.2% | 227 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $11,000 | – | 296 | – | 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% |