SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $322,000 | -22.8% | 10,238 | -9.8% | 0.19% | -6.8% |
| Q1 2022 | $417,000 | -8.6% | 11,355 | -3.3% | 0.21% | +12.5% |
| Q4 2021 | $456,000 | +11.8% | 11,741 | +11.5% | 0.18% | -12.0% |
| Q3 2021 | $408,000 | +8.5% | 10,532 | +10.4% | 0.21% | +37.5% |
| Q2 2021 | $376,000 | +5.6% | 9,536 | +0.8% | 0.15% | +2.7% |
| Q1 2021 | $356,000 | -12.3% | 9,461 | -16.0% | 0.15% | -30.2% |
| Q4 2020 | $406,000 | +13.4% | 11,264 | -1.1% | 0.21% | -5.4% |
| Q3 2020 | $358,000 | +9.1% | 11,393 | +3.4% | 0.22% | +6.2% |
| Q2 2020 | $328,000 | +47.7% | 11,018 | +28.2% | 0.21% | +71.5% |
| Q1 2020 | $222,000 | -30.0% | 8,595 | -15.1% | 0.12% | -6.8% |
| Q1 2019 | $317,000 | -8.1% | 10,121 | -16.7% | 0.13% | -18.0% |
| Q4 2018 | $345,000 | – | 12,153 | – | 0.16% | – |
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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% |