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 | $3,051,283 | +12.2% | 89,849 | +17.8% | 1.71% | -1.5% |
| Q2 2023 | $2,718,467 | +8.1% | 76,254 | +5.6% | 1.73% | +5.0% |
| Q1 2023 | $2,513,885 | +13.8% | 72,238 | +5.3% | 1.65% | +10.2% |
| Q4 2022 | $2,209,000 | +91.6% | 68,595 | +67.3% | 1.50% | +60.1% |
| Q3 2022 | $1,153,000 | +41.0% | 41,003 | +57.7% | 0.94% | +35.9% |
| Q2 2022 | $818,000 | +14.9% | 26,008 | +34.1% | 0.69% | +32.6% |
| Q1 2022 | $712,000 | +36.1% | 19,395 | +44.1% | 0.52% | +34.8% |
| Q4 2021 | $523,000 | – | 13,460 | – | 0.38% | – |
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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% |