SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,335 | -4.7% | 3,514 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $125,274 | +2.4% | 3,514 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $122,287 | +51.0% | 3,514 | +39.8% | 0.01% | +50.0% |
| Q4 2022 | $80,976 | +14.1% | 2,514 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $71,000 | -10.1% | 2,514 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $79,000 | -15.1% | 2,514 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $93,000 | -8.8% | 2,514 | -4.8% | 0.00% | +100.0% |
| Q4 2021 | $102,000 | +100.0% | 2,640 | +100.0% | 0.00% | +100.0% |
| Q3 2021 | $51,000 | -1.9% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +4.0% | 1,320 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $50,000 | – | 1,320 | – | 0.00% | – |
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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% |