SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,904 | -4.7% | 6,299 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $224,549 | +4.2% | 6,299 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $215,538 | +615722.9% | 6,194 | +465.7% | 0.01% | +300.0% |
| Q4 2022 | $35 | -99.9% | 1,095 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | -87.6% | 998 | -86.1% | 0.00% | -77.8% |
| Q2 2022 | $225,000 | -75.5% | 7,165 | -71.4% | 0.01% | -64.0% |
| Q1 2022 | $919,000 | +50.2% | 25,014 | +58.8% | 0.02% | +78.6% |
| Q4 2021 | $612,000 | +24.6% | 15,756 | +24.2% | 0.01% | +7.7% |
| Q3 2021 | $491,000 | -6.7% | 12,691 | -4.8% | 0.01% | -7.1% |
| Q2 2021 | $526,000 | +27.7% | 13,329 | +21.7% | 0.01% | +27.3% |
| Q1 2021 | $412,000 | – | 10,950 | – | 0.01% | – |
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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% |