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 | $951,762 | -0.8% | 28,026 | +4.1% | 0.11% | +1.9% |
| Q2 2023 | $959,555 | +0.6% | 26,916 | -1.8% | 0.10% | -4.6% |
| Q1 2023 | $953,798 | +16.6% | 27,408 | +7.9% | 0.11% | +1.9% |
| Q4 2022 | $817,844 | +24.1% | 25,391 | +8.4% | 0.11% | +12.6% |
| Q3 2022 | $659,000 | +8.0% | 23,422 | +20.8% | 0.10% | +13.1% |
| Q2 2022 | $610,000 | +102.7% | 19,393 | +136.4% | 0.08% | -90.6% |
| Q1 2022 | $301,000 | -75.3% | 8,204 | -77.5% | 0.90% | +89.9% |
| Q3 2017 | $1,219,000 | -64.4% | 36,444 | -66.2% | 0.47% | -64.6% |
| Q2 2017 | $3,425,000 | +10.9% | 107,780 | +4.2% | 1.34% | +5.8% |
| Q1 2017 | $3,088,000 | +16.6% | 103,413 | +8.0% | 1.26% | -8.0% |
| Q4 2016 | $2,649,000 | +144.6% | 95,721 | +154.4% | 1.38% | +97.6% |
| Q3 2016 | $1,083,000 | +13.2% | 37,623 | +6.6% | 0.70% | -3.7% |
| Q2 2016 | $957,000 | – | 35,304 | – | 0.72% | – |
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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% |