SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,893 | +17.2% | 8,448 | +23.1% | 0.01% | +8.3% |
| Q2 2023 | $244,700 | +2.1% | 6,864 | -0.3% | 0.01% | +9.1% |
| Q1 2023 | $239,661 | +7.4% | 6,887 | -0.5% | 0.01% | +10.0% |
| Q4 2022 | $223,048 | +8.3% | 6,925 | -5.5% | 0.01% | 0.0% |
| Q3 2022 | $206,000 | -4.6% | 7,326 | +6.5% | 0.01% | +11.1% |
| Q2 2022 | $216,000 | -23.1% | 6,880 | -10.1% | 0.01% | -10.0% |
| Q1 2022 | $281,000 | -1.1% | 7,653 | +4.7% | 0.01% | -9.1% |
| Q4 2021 | $284,000 | -18.4% | 7,311 | -18.8% | 0.01% | -26.7% |
| Q3 2021 | $348,000 | – | 9,003 | – | 0.02% | – |
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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% |