SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,178 | -1.7% | 19,911 | +3.2% | 0.08% | 0.0% |
| Q2 2023 | $688,116 | +3.5% | 19,302 | +1.1% | 0.08% | -5.9% |
| Q1 2023 | $664,645 | -1.0% | 19,099 | -8.3% | 0.08% | -10.5% |
| Q4 2022 | $671,031 | +18.6% | 20,833 | +3.6% | 0.10% | +5.6% |
| Q3 2022 | $566,000 | -1.6% | 20,113 | +9.9% | 0.09% | -1.1% |
| Q2 2022 | $575,000 | -9.9% | 18,294 | +5.2% | 0.09% | +3.4% |
| Q1 2022 | $638,000 | -8.6% | 17,387 | -3.1% | 0.09% | -8.3% |
| Q4 2021 | $698,000 | -14.7% | 17,948 | -15.0% | 0.10% | -24.4% |
| Q3 2021 | $818,000 | +11.1% | 21,127 | +13.2% | 0.13% | +6.7% |
| Q2 2021 | $736,000 | +7.6% | 18,662 | +2.6% | 0.12% | -2.5% |
| Q1 2021 | $684,000 | – | 18,194 | – | 0.12% | – |
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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% |