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 | $2,686,041 | -3.5% | 79,095 | +1.4% | 2.29% | -0.4% |
| Q2 2023 | $2,782,100 | +2.4% | 78,040 | +0.9% | 2.30% | -5.1% |
| Q1 2023 | $2,716,024 | +0.5% | 77,336 | +0.7% | 2.43% | -0.2% |
| Q4 2022 | $2,701,280 | +25.1% | 76,785 | +0.8% | 2.43% | +5.9% |
| Q3 2022 | $2,160,000 | -3.4% | 76,154 | +5.0% | 2.30% | -1.1% |
| Q2 2022 | $2,235,000 | +4.1% | 72,531 | +21.3% | 2.32% | +18.7% |
| Q1 2022 | $2,147,000 | -4.7% | 59,815 | -0.3% | 1.96% | -5.8% |
| Q4 2021 | $2,253,000 | – | 60,012 | – | 2.08% | – |
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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% |