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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,458,000 | +4.9% | 68,269 | -8.5% | 1.43% | -2.3% |
| Q3 2020 | $2,344,000 | +3.9% | 74,640 | -1.6% | 1.46% | +2.9% |
| Q2 2020 | $2,256,000 | +39.4% | 75,821 | +21.1% | 1.42% | +23.7% |
| Q1 2020 | $1,618,000 | +19.4% | 62,634 | +56.7% | 1.15% | +23.1% |
| Q4 2019 | $1,355,000 | +4.9% | 39,977 | -1.4% | 0.93% | +0.3% |
| Q3 2019 | $1,292,000 | -1.6% | 40,552 | -0.9% | 0.93% | -6.8% |
| Q2 2019 | $1,313,000 | +1.2% | 40,928 | -1.2% | 1.00% | -5.2% |
| Q1 2019 | $1,297,000 | -15.1% | 41,424 | -23.2% | 1.05% | +4.5% |
| Q4 2018 | $1,528,000 | +26.6% | 53,911 | +49.7% | 1.01% | -7.9% |
| Q3 2018 | $1,207,000 | +3.6% | 36,002 | +2.1% | 1.10% | -2.9% |
| Q2 2018 | $1,165,000 | +0.3% | 35,256 | +2.4% | 1.13% | -5.8% |
| Q1 2018 | $1,161,000 | -4.3% | 34,428 | -3.3% | 1.20% | -5.7% |
| Q4 2017 | $1,213,000 | – | 35,599 | – | 1.27% | – |
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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% |