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 | $821,550 | -10.3% | 24,192 | -5.9% | 0.02% | -6.2% |
| Q2 2023 | $916,373 | +13.3% | 25,705 | +10.6% | 0.02% | -5.9% |
| Q1 2023 | $808,963 | -5.8% | 23,246 | -12.8% | 0.02% | -10.5% |
| Q4 2022 | $858,375 | +14.8% | 26,649 | +0.2% | 0.02% | +11.8% |
| Q3 2022 | $748,000 | -11.3% | 26,591 | -0.7% | 0.02% | -5.6% |
| Q2 2022 | $843,000 | -15.4% | 26,791 | -1.2% | 0.02% | 0.0% |
| Q1 2022 | $996,000 | +19.6% | 27,129 | +26.7% | 0.02% | +28.6% |
| Q4 2021 | $833,000 | +6.8% | 21,419 | +6.3% | 0.01% | 0.0% |
| Q3 2021 | $780,000 | -3.7% | 20,157 | -1.8% | 0.01% | -6.7% |
| Q2 2021 | $810,000 | +6.2% | 20,522 | +1.1% | 0.02% | 0.0% |
| Q1 2021 | $763,000 | +31.1% | 20,293 | +25.5% | 0.02% | +25.0% |
| Q4 2020 | $582,000 | +60.8% | 16,166 | +40.2% | 0.01% | +33.3% |
| Q3 2020 | $362,000 | +11.0% | 11,527 | +5.1% | 0.01% | +12.5% |
| Q2 2020 | $326,000 | +3.8% | 10,967 | -9.9% | 0.01% | -20.0% |
| Q1 2020 | $314,000 | -47.6% | 12,167 | -31.7% | 0.01% | -23.1% |
| Q4 2019 | $599,000 | +4.9% | 17,816 | -0.5% | 0.01% | 0.0% |
| Q3 2019 | $571,000 | -1.9% | 17,907 | -1.3% | 0.01% | -7.1% |
| Q2 2019 | $582,000 | -7.8% | 18,149 | -9.9% | 0.01% | 0.0% |
| Q1 2019 | $631,000 | +16.4% | 20,147 | +5.4% | 0.01% | 0.0% |
| Q4 2018 | $542,000 | -3.4% | 19,108 | +14.2% | 0.01% | +16.7% |
| Q3 2018 | $561,000 | +10.0% | 16,732 | +8.5% | 0.01% | +20.0% |
| Q2 2018 | $510,000 | +1.0% | 15,421 | +3.0% | 0.01% | 0.0% |
| Q1 2018 | $505,000 | +2.9% | 14,971 | +3.8% | 0.01% | +11.1% |
| Q4 2017 | $491,000 | -0.6% | 14,421 | -2.3% | 0.01% | 0.0% |
| Q3 2017 | $494,000 | +8.1% | 14,767 | +2.7% | 0.01% | 0.0% |
| Q2 2017 | $457,000 | +12.3% | 14,385 | +5.6% | 0.01% | +12.5% |
| Q1 2017 | $407,000 | +12.1% | 13,626 | +3.8% | 0.01% | +14.3% |
| Q4 2016 | $363,000 | +1.7% | 13,126 | +6.0% | 0.01% | 0.0% |
| Q3 2016 | $357,000 | +13.3% | 12,387 | +6.5% | 0.01% | 0.0% |
| Q2 2016 | $315,000 | -11.0% | 11,632 | -11.0% | 0.01% | -12.5% |
| Q1 2016 | $354,000 | -4.1% | 13,064 | -2.4% | 0.01% | 0.0% |
| Q4 2015 | $369,000 | -1.6% | 13,379 | -2.3% | 0.01% | 0.0% |
| Q3 2015 | $375,000 | -9.9% | 13,699 | +0.2% | 0.01% | 0.0% |
| Q2 2015 | $416,000 | +12.4% | 13,669 | +11.8% | 0.01% | +14.3% |
| Q1 2015 | $370,000 | +12.5% | 12,224 | +7.4% | 0.01% | +16.7% |
| Q4 2014 | $329,000 | -3.2% | 11,384 | +3.9% | 0.01% | -14.3% |
| Q3 2014 | $340,000 | – | 10,957 | – | 0.01% | – |
Download | ||||||
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% |