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 | $534,940 | -0.0% | 15,752 | +5.0% | 0.38% | +1.1% |
| Q2 2023 | $535,073 | +19.2% | 15,009 | +16.4% | 0.37% | -3.1% |
| Q1 2023 | $448,711 | +8.0% | 12,894 | 0.0% | 0.38% | +8.2% |
| Q4 2022 | $415,316 | +51.0% | 12,894 | +31.8% | 0.35% | +15.3% |
| Q3 2022 | $275,000 | -57.3% | 9,783 | -52.3% | 0.31% | -55.7% |
| Q2 2022 | $644,000 | -14.4% | 20,488 | 0.0% | 0.69% | +28.6% |
| Q1 2022 | $752,000 | -53.5% | 20,488 | -50.7% | 0.54% | -48.6% |
| Q4 2021 | $1,617,000 | – | 41,597 | – | 1.05% | – |
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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% |