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 | $5,610,702 | +3.5% | 165,215 | +8.7% | 3.79% | +1.0% |
Q2 2023 | $5,419,407 | +0.4% | 152,017 | -2.0% | 3.75% | +4.0% |
Q1 2023 | $5,397,759 | +59961.9% | 155,108 | +55494.3% | 3.60% | +51400.0% |
Q4 2022 | $8,987 | -0.1% | 279 | -12.8% | 0.01% | 0.0% |
Q3 2022 | $9,000 | -10.0% | 320 | 0.0% | 0.01% | -30.0% |
Q2 2022 | $10,000 | -94.6% | 320 | -93.6% | 0.01% | -92.8% |
Q1 2022 | $184,000 | -5.6% | 4,999 | -0.4% | 0.14% | -4.2% |
Q4 2021 | $195,000 | +8.3% | 5,021 | +8.0% | 0.14% | +8.3% |
Q3 2021 | $180,000 | -3.7% | 4,648 | -2.0% | 0.13% | -37.0% |
Q2 2021 | $187,000 | +7.5% | 4,744 | +8.1% | 0.21% | +37.9% |
Q1 2021 | $174,000 | – | 4,389 | – | 0.15% | – |
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% |