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 | $6,426,658 | -3.4% | 189,242 | +1.4% | 4.60% | +0.5% |
Q2 2023 | $6,653,609 | +2.4% | 186,637 | -0.1% | 4.58% | -2.0% |
Q1 2023 | $6,498,865 | +7.9% | 186,749 | -0.1% | 4.67% | +5.8% |
Q4 2022 | $6,021,982 | +15.9% | 186,960 | +1.2% | 4.42% | +1.3% |
Q3 2022 | $5,195,000 | -7.1% | 184,673 | +3.9% | 4.36% | -1.1% |
Q2 2022 | $5,592,000 | -7.1% | 177,811 | +8.4% | 4.41% | -5.6% |
Q1 2022 | $6,020,000 | – | 163,993 | – | 4.67% | – |
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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% |