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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,436 | +2.4% | 433 | 0.0% | 0.01% | +33.3% |
| Q1 2023 | $15,068 | +24.4% | 433 | +15.2% | 0.01% | 0.0% |
| Q4 2022 | $12,111 | -28.8% | 376 | -38.5% | 0.01% | -25.0% |
| Q3 2022 | $17,000 | -10.5% | 611 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $19,000 | -56.8% | 611 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | +83.3% | 1,222 | +100.0% | 0.01% | -18.2% |
| Q4 2021 | $24,000 | +60.0% | 611 | +62.5% | 0.01% | +57.1% |
| Q3 2021 | $15,000 | +7.1% | 376 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 357 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $13,000 | 0.0% | 357 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $13,000 | +18.2% | 357 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $11,000 | 0.0% | 357 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $11,000 | -66.7% | 357 | -72.0% | 0.01% | -71.0% |
| Q1 2020 | $33,000 | +175.0% | 1,277 | +257.7% | 0.03% | +210.0% |
| Q4 2019 | $12,000 | – | 357 | – | 0.01% | – |
Download | ||||||
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% |