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 | $560,272 | -29.4% | 16,498 | -25.9% | 0.22% | -29.7% |
| Q2 2023 | $793,569 | +17.8% | 22,260 | +15.0% | 0.31% | +11.5% |
| Q1 2023 | $673,728 | +11.5% | 19,360 | +3.2% | 0.28% | +2.2% |
| Q4 2022 | $604,260 | -12.2% | 18,760 | -23.3% | 0.27% | -20.5% |
| Q3 2022 | $688,000 | +114.3% | 24,460 | +139.6% | 0.34% | +146.0% |
| Q2 2022 | $321,000 | -63.0% | 10,208 | -56.8% | 0.14% | -58.0% |
| Q1 2022 | $867,000 | +11.4% | 23,603 | +18.0% | 0.33% | +8.2% |
| Q4 2021 | $778,000 | +0.6% | 20,003 | +0.2% | 0.31% | -7.8% |
| Q3 2021 | $773,000 | +22.7% | 19,973 | +25.0% | 0.33% | +23.4% |
| Q2 2021 | $630,000 | +9.6% | 15,973 | +4.6% | 0.27% | -4.3% |
| Q1 2021 | $575,000 | +15.2% | 15,273 | +10.2% | 0.28% | +1.4% |
| Q4 2020 | $499,000 | – | 13,861 | – | 0.28% | – |
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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% |