SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 2,467,429 | $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% |