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 | $193,572 | -4.7% | 5,700 | 0.0% | 0.18% | -3.3% |
| Q2 2023 | $203,205 | +86739.7% | 5,700 | -29.0% | 0.18% | -21.9% |
| Q1 2023 | $234 | -99.9% | 8,026 | 0.0% | 0.23% | 0.0% |
| Q3 2022 | $234,000 | -55.8% | 8,026 | -41.4% | 0.23% | -11.7% |
| Q3 2021 | $530,000 | -1.9% | 13,693 | 0.0% | 0.26% | +26.9% |
| Q2 2021 | $540,000 | +3.3% | 13,693 | -1.5% | 0.21% | +5.6% |
| Q1 2021 | $523,000 | +3.4% | 13,900 | -1.2% | 0.20% | +4.8% |
| Q4 2020 | $506,000 | +14.5% | 14,063 | 0.0% | 0.19% | +8.0% |
| Q3 2020 | $442,000 | +5.7% | 14,063 | 0.0% | 0.17% | -0.6% |
| Q2 2020 | $418,000 | -29.3% | 14,063 | -38.5% | 0.18% | -44.3% |
| Q1 2020 | $591,000 | +4.6% | 22,861 | +8.7% | 0.31% | +16.3% |
| Q4 2019 | $565,000 | – | 21,038 | – | 0.27% | – |
Download | ||||||
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% |