SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,214,235 | -1.3% | 94,648 | +3.6% | 0.05% | 0.0% |
Q2 2023 | $3,255,774 | +12.6% | 91,326 | +9.9% | 0.05% | +4.3% |
Q1 2023 | $2,891,832 | +9.3% | 83,099 | +1.1% | 0.05% | +4.5% |
Q4 2022 | $2,646,201 | +11.1% | 82,155 | -3.0% | 0.04% | -2.2% |
Q3 2022 | $2,381,000 | -26.6% | 84,657 | -17.9% | 0.04% | -27.4% |
Q2 2022 | $3,244,000 | -17.8% | 103,144 | -4.0% | 0.06% | -7.5% |
Q1 2022 | $3,946,000 | -7.7% | 107,450 | -2.4% | 0.07% | -2.9% |
Q4 2021 | $4,277,000 | +15.6% | 110,036 | +15.1% | 0.07% | -2.8% |
Q3 2021 | $3,701,000 | -2.0% | 95,639 | -0.1% | 0.07% | -5.3% |
Q2 2021 | $3,777,000 | +374.5% | 95,739 | +352.2% | 0.08% | +316.7% |
Q1 2021 | $796,000 | -13.6% | 21,170 | -17.2% | 0.02% | -21.7% |
Q4 2020 | $921,000 | +215.4% | 25,569 | +179.3% | 0.02% | +76.9% |
Q3 2019 | $292,000 | -96.0% | 9,154 | -96.0% | 0.01% | -96.1% |
Q2 2019 | $7,300,000 | – | 227,493 | – | 0.33% | – |
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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% |