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 | $558,159 | -3.5% | 16,436 | +1.3% | 0.20% | +2.0% |
| Q2 2023 | $578,235 | +81.7% | 16,220 | +77.4% | 0.20% | +72.8% |
| Q1 2023 | $318,211 | +2.1% | 9,144 | -5.5% | 0.11% | -5.8% |
| Q4 2022 | $311,696 | +15.9% | 9,677 | +1.3% | 0.12% | +6.1% |
| Q3 2022 | $269,000 | -10.3% | 9,552 | 0.0% | 0.11% | -5.0% |
| Q2 2022 | $300,000 | +0.7% | 9,552 | +17.6% | 0.12% | -1.6% |
| Q1 2022 | $298,000 | -1.0% | 8,119 | +4.9% | 0.12% | +9.9% |
| Q4 2021 | $301,000 | +0.3% | 7,743 | 0.0% | 0.11% | -28.4% |
| Q3 2021 | $300,000 | -5.1% | 7,743 | -3.4% | 0.16% | -9.4% |
| Q2 2021 | $316,000 | +16.2% | 8,014 | +10.7% | 0.17% | +4.9% |
| Q1 2021 | $272,000 | +4.2% | 7,239 | 0.0% | 0.16% | -4.1% |
| Q4 2020 | $261,000 | – | 7,239 | – | 0.17% | – |
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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% |