SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,186 | -3.9% | 647 | 0.0% | 0.00% | – |
Q2 2023 | $23,076 | -6.1% | 647 | -8.2% | 0.00% | – |
Q1 2023 | $24,565 | +20.3% | 705 | +9.0% | 0.00% | – |
Q4 2022 | $20,413 | +7.4% | 647 | 0.0% | 0.00% | – |
Q3 2022 | $19,000 | -13.6% | 647 | 0.0% | 0.00% | – |
Q2 2022 | $22,000 | +100.0% | 647 | +128.6% | 0.00% | – |
Q1 2022 | $11,000 | -94.6% | 283 | -94.5% | 0.00% | -100.0% |
Q4 2021 | $202,000 | – | 5,183 | – | 0.00% | – |
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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% |