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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,553,649 | +23.3% | 45,749 | +29.5% | 0.00% | +50.0% |
| Q2 2023 | $1,259,706 | +12.0% | 35,335 | +9.3% | 0.00% | 0.0% |
| Q1 2023 | $1,124,722 | -4.6% | 32,320 | -11.7% | 0.00% | 0.0% |
| Q4 2022 | $1,178,545 | +58.0% | 36,589 | +38.0% | 0.00% | +100.0% |
| Q3 2022 | $746,000 | -13.8% | 26,513 | -3.6% | 0.00% | -50.0% |
| Q2 2022 | $865,000 | -11.1% | 27,500 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $973,000 | -1.7% | 26,495 | +4.1% | 0.00% | 0.0% |
| Q4 2021 | $990,000 | +3.0% | 25,463 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $961,000 | -2.5% | 24,815 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $986,000 | +15.6% | 24,989 | +10.2% | 0.00% | +100.0% |
| Q1 2021 | $853,000 | +17.8% | 22,681 | +12.9% | 0.00% | 0.0% |
| Q4 2020 | $724,000 | +33.1% | 20,090 | +16.2% | 0.00% | 0.0% |
| Q3 2020 | $544,000 | -8.1% | 17,284 | -13.2% | 0.00% | 0.0% |
| Q2 2020 | $592,000 | +11.5% | 19,917 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $531,000 | -27.4% | 20,552 | -5.5% | 0.00% | 0.0% |
| Q4 2019 | $731,000 | – | 21,738 | – | 0.00% | – |
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% |