SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536 | -4.8% | 15,788 | 0.0% | 0.18% | -0.5% |
| Q2 2023 | $563 | +2.6% | 15,788 | 0.0% | 0.18% | -0.5% |
| Q1 2023 | $549 | +7.9% | 15,788 | 0.0% | 0.18% | +58.1% |
| Q4 2022 | $509 | -99.9% | 15,788 | 0.0% | 0.12% | +8.3% |
| Q3 2022 | $444,000 | -10.7% | 15,788 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $497,000 | -14.3% | 15,788 | 0.0% | 0.11% | +7.8% |
| Q1 2022 | $580,000 | -5.5% | 15,788 | 0.0% | 0.10% | +2.0% |
| Q4 2021 | $614,000 | -16.8% | 15,788 | -17.2% | 0.10% | -21.1% |
| Q3 2021 | $738,000 | -2.0% | 19,078 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $753,000 | +4.9% | 19,078 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $718,000 | +4.5% | 19,078 | 0.0% | 0.13% | +0.8% |
| Q4 2020 | $687,000 | +14.7% | 19,078 | 0.0% | 0.13% | +2.4% |
| Q3 2020 | $599,000 | -89.4% | 19,078 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $5,676,000 | +1468.0% | 19,078 | +36.3% | 0.12% | +50.6% |
| Q1 2020 | $362,000 | -23.1% | 14,001 | 0.0% | 0.08% | +13.7% |
| Q4 2019 | $471,000 | -47.2% | 14,001 | -50.0% | 0.07% | -3.9% |
| Q3 2019 | $892,000 | +104.6% | 28,002 | +105.9% | 0.08% | +130.3% |
| Q2 2019 | $436,000 | +2.3% | 13,600 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $426,000 | – | 13,600 | – | 0.03% | – |
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% |