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 | $723,385 | -3.1% | 21,301 | +1.7% | 0.43% | -0.7% |
| Q2 2023 | $746,764 | +4.0% | 20,947 | +1.5% | 0.43% | -2.5% |
| Q1 2023 | $717,984 | -47.3% | 20,631 | -51.2% | 0.44% | -52.3% |
| Q4 2022 | $1,362,184 | +13.0% | 42,290 | -1.3% | 0.93% | +12.0% |
| Q3 2022 | $1,206,000 | -5.8% | 42,859 | +5.3% | 0.83% | -9.0% |
| Q2 2022 | $1,280,000 | -10.2% | 40,705 | +4.9% | 0.91% | +0.9% |
| Q1 2022 | $1,425,000 | -1.9% | 38,809 | +3.9% | 0.90% | +1.5% |
| Q4 2021 | $1,452,000 | +4.6% | 37,358 | +4.2% | 0.89% | -2.2% |
| Q3 2021 | $1,388,000 | +5.6% | 35,868 | +7.6% | 0.91% | +12.6% |
| Q2 2021 | $1,315,000 | +3.8% | 33,329 | -1.0% | 0.81% | -1.2% |
| Q1 2021 | $1,267,000 | +11.3% | 33,670 | +6.5% | 0.82% | +5.3% |
| Q4 2020 | $1,138,000 | +30.7% | 31,613 | +14.0% | 0.78% | +10.8% |
| Q3 2020 | $871,000 | +2.8% | 27,723 | -2.6% | 0.70% | 0.0% |
| Q2 2020 | $847,000 | +2.2% | 28,475 | +15.5% | 0.70% | -17.9% |
| Q4 2019 | $829,000 | – | 24,654 | – | 0.86% | – |
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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% |