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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $298,140 | -23.6% | 9,256 | -33.2% | 0.14% | -30.1% |
| Q3 2022 | $390,000 | -10.6% | 13,858 | 0.0% | 0.19% | -8.1% |
| Q2 2022 | $436,000 | -18.5% | 13,858 | -4.9% | 0.21% | -39.7% |
| Q1 2022 | $535,000 | -5.5% | 14,568 | +0.1% | 0.35% | +8.4% |
| Q4 2021 | $566,000 | +3.7% | 14,553 | +3.1% | 0.32% | -5.9% |
| Q3 2021 | $546,000 | -7.0% | 14,113 | -5.1% | 0.34% | -7.6% |
| Q2 2021 | $587,000 | +4.6% | 14,875 | -0.2% | 0.37% | -1.6% |
| Q1 2021 | $561,000 | +20.9% | 14,909 | +15.7% | 0.38% | -2.8% |
| Q4 2020 | $464,000 | – | 12,889 | – | 0.39% | – |
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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% |