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 | $1,682,141 | +30.9% | 49,533 | +37.5% | 0.00% | 0.0% |
| Q2 2023 | $1,284,683 | +13.0% | 36,036 | +10.4% | 0.00% | – |
| Q1 2023 | $1,136,429 | +11.3% | 32,656 | +3.0% | 0.00% | – |
| Q4 2022 | $1,021,218 | +15.4% | 31,705 | +0.8% | 0.00% | – |
| Q3 2022 | $885,000 | -10.1% | 31,467 | +0.6% | 0.00% | – |
| Q2 2022 | $984,000 | -8.9% | 31,282 | +6.4% | 0.00% | – |
| Q1 2022 | $1,080,000 | -5.5% | 29,399 | 0.0% | 0.00% | – |
| Q4 2021 | $1,143,000 | +5.5% | 29,399 | +5.1% | 0.00% | – |
| Q3 2021 | $1,083,000 | +9.7% | 27,976 | +11.9% | 0.00% | – |
| Q2 2021 | $987,000 | +30.6% | 25,009 | +24.4% | 0.00% | – |
| Q1 2021 | $756,000 | +121.1% | 20,105 | +111.5% | 0.00% | – |
| Q4 2020 | $342,000 | +15.9% | 9,506 | +1.1% | 0.00% | – |
| Q3 2020 | $295,000 | +6.1% | 9,398 | +0.6% | 0.00% | – |
| Q2 2020 | $278,000 | -3.5% | 9,342 | -16.1% | 0.00% | – |
| Q1 2020 | $288,000 | +12.1% | 11,132 | +45.7% | 0.00% | – |
| Q4 2019 | $257,000 | +267.1% | 7,640 | +229.7% | 0.00% | – |
| Q1 2015 | $70,000 | – | 2,317 | – | 0.00% | – |
Download | ||||||
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% |