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 | $11,626,444 | -5.1% | 342,357 | -0.4% | 6.44% | -3.8% |
| Q2 2023 | $12,256,363 | +1.7% | 343,797 | +4.8% | 6.69% | -4.2% |
| Q1 2023 | $12,051,936 | -99.1% | 328,005 | -9.6% | 6.99% | -80.5% |
| Q4 2022 | $1,308,747,947 | +13402.0% | 362,992 | +5.3% | 35.80% | +473.9% |
| Q3 2022 | $9,693,000 | +46.7% | 344,598 | +64.1% | 6.24% | +31.9% |
| Q2 2022 | $6,606,000 | -58.0% | 210,052 | -25.6% | 4.73% | -53.4% |
| Q4 2021 | $15,712,000 | – | 282,450 | – | 10.15% | – |
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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% |