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 | $246,310 | -5.6% | 7,253 | -0.9% | 0.12% | -11.5% |
| Q2 2023 | $260,953 | +1.4% | 7,320 | -1.0% | 0.14% | -6.1% |
| Q1 2023 | $257,365 | +6.7% | 7,396 | -1.3% | 0.15% | -9.8% |
| Q4 2022 | $241,302 | +16.6% | 7,492 | +2.1% | 0.16% | +1.9% |
| Q3 2022 | $207,000 | -8.8% | 7,341 | +1.8% | 0.16% | -8.0% |
| Q2 2022 | $227,000 | -14.3% | 7,211 | 0.0% | 0.18% | -11.6% |
| Q1 2022 | $265,000 | – | 7,211 | – | 0.20% | – |
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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% |