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 | $7,709 | -4.7% | 227 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,092 | +2.4% | 227 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,900 | +157900.0% | 227 | +23.4% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 184 | -62.0% | 0.00% | -100.0% |
| Q3 2022 | $8,444,000 | -24.0% | 484 | 0.0% | 0.02% | -20.0% |
| Q2 2022 | $11,111,000 | -0.0% | 484 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $11,112,000 | -4.6% | 484 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $11,650,000 | 0.0% | 484 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $11,650,000 | -1.6% | 484 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $11,842,000 | +4.9% | 484 | 0.0% | 0.03% | -10.0% |
| Q1 2021 | $11,292,000 | +564500.0% | 484 | +749.1% | 0.03% | – |
| Q4 2020 | $2,000 | +100.0% | 57 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 57 | – | 0.00% | – |
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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% |