SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 951 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,210,026 | +4.2% | 63,507 | -3.6% | 0.96% | -0.1% |
| Q4 2022 | $2,121,719 | +20.4% | 65,871 | +5.1% | 0.96% | +3.7% |
| Q3 2022 | $1,762,417 | -3.4% | 62,653 | +8.0% | 0.93% | +0.2% |
| Q2 2022 | $1,825,113 | -7.4% | 58,032 | +8.1% | 0.93% | -12.0% |
| Q1 2022 | $1,971,390 | +72.4% | 53,687 | +82.5% | 1.06% | +63.0% |
| Q4 2021 | $1,143,450 | – | 29,417 | – | 0.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |