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 | $302,743 | +2.6% | 8,915 | +7.7% | 0.02% | 0.0% |
| Q2 2023 | $295,207 | +2.9% | 8,281 | +0.5% | 0.02% | -4.3% |
| Q1 2023 | $286,811 | +13.7% | 8,242 | +5.3% | 0.02% | +4.5% |
| Q4 2022 | $252,163 | -10.9% | 7,829 | -22.3% | 0.02% | -15.4% |
| Q3 2022 | $283,000 | -53.8% | 10,074 | -48.3% | 0.03% | -50.9% |
| Q2 2022 | $613,000 | -14.4% | 19,499 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $716,000 | -5.5% | 19,499 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $758,000 | +0.4% | 19,499 | 0.0% | 0.05% | -8.5% |
| Q3 2021 | $755,000 | -1.8% | 19,499 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $769,000 | +4.8% | 19,499 | 0.0% | 0.06% | -6.1% |
| Q1 2021 | $734,000 | +4.6% | 19,499 | 0.0% | 0.07% | -7.0% |
| Q4 2020 | $702,000 | +179.7% | 19,499 | +156.6% | 0.07% | +6.0% |
| Q2 2014 | $251,000 | – | 7,600 | – | 0.07% | – |
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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% |