SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,341 | -5.3% | 216 | -0.5% | 0.00% | 0.0% |
Q2 2023 | $7,752 | -49.0% | 217 | -50.3% | 0.00% | -55.6% |
Q1 2023 | $15,209 | +8.6% | 437 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $14,000 | -46.2% | 437 | -52.7% | 0.01% | -52.6% |
Q3 2022 | $26,000 | -53.6% | 923 | -48.3% | 0.02% | -53.7% |
Q2 2022 | $56,000 | -21.1% | 1,787 | -8.2% | 0.04% | -25.5% |
Q1 2022 | $71,000 | -34.3% | 1,946 | -30.1% | 0.06% | -32.9% |
Q4 2021 | $108,000 | – | 2,784 | – | 0.08% | – |
Download |
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% |