SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $1 | -95.8% | 1 | -99.9% | 0.00% | -100.0% |
| Q2 2023 | $24 | 0.0% | 672 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24 | +1100.0% | 672 | +1393.3% | 0.00% | – |
| Q4 2022 | $2 | -99.8% | 45 | +4400.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 1 | -99.1% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | -33.3% | 113 | -30.2% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 162 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |