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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $253,816 | +149.8% | 49,568 | +1471.6% | 0.01% | +180.0% |
| Q4 2022 | $101,589 | +43.1% | 3,154 | +25.1% | 0.01% | +25.0% |
| Q3 2022 | $71,000 | -10.1% | 2,522 | 0.0% | 0.00% | -42.9% |
| Q2 2022 | $79,000 | -31.9% | 2,522 | -19.9% | 0.01% | 0.0% |
| Q1 2022 | $116,000 | +16.0% | 3,149 | +22.7% | 0.01% | -12.5% |
| Q4 2021 | $100,000 | +3.1% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $97,000 | -27.1% | 2,566 | -30.6% | 0.01% | -33.3% |
| Q4 2020 | $133,000 | – | 3,696 | – | 0.01% | – |
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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% |