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 | $4,049,700 | -0.5% | 119,214 | +4.5% | 1.78% | -0.4% |
| Q2 2023 | $4,068,735 | +7.3% | 114,130 | +5.7% | 1.79% | +2.9% |
| Q1 2023 | $3,791,529 | +11.7% | 107,990 | +3.2% | 1.74% | +6.2% |
| Q4 2022 | $3,394,017 | +30.9% | 104,689 | +17.2% | 1.64% | +28.5% |
| Q3 2022 | $2,592,000 | +112.8% | 89,311 | +130.3% | 1.28% | +140.1% |
| Q2 2022 | $1,218,000 | -15.2% | 38,782 | 0.0% | 0.53% | -5.7% |
| Q1 2022 | $1,436,000 | -5.3% | 38,782 | 0.0% | 0.56% | +3.1% |
| Q4 2021 | $1,517,000 | +2.8% | 38,782 | +1.7% | 0.55% | -6.5% |
| Q3 2021 | $1,476,000 | – | 38,136 | – | 0.58% | – |
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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% |