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 | $107,559 | -4.8% | 3,167 | -0.1% | 0.02% | -5.0% |
| Q2 2023 | $113,019 | +25.2% | 3,170 | +22.2% | 0.02% | +11.1% |
| Q1 2023 | $90,276 | -3.6% | 2,594 | -10.7% | 0.02% | -5.3% |
| Q4 2022 | $93,601 | +18.5% | 2,906 | +3.1% | 0.02% | +11.8% |
| Q3 2022 | $79,000 | +3.9% | 2,819 | +17.1% | 0.02% | +21.4% |
| Q2 2022 | $76,000 | -6.2% | 2,408 | +8.6% | 0.01% | +7.7% |
| Q1 2022 | $81,000 | +376.5% | 2,218 | +397.3% | 0.01% | +333.3% |
| Q4 2021 | $17,000 | 0.0% | 446 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 436 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +800.0% | 468 | +680.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 60 | +93.5% | 0.00% | – |
| Q3 2020 | $1,000 | -97.1% | 31 | -97.5% | 0.00% | -100.0% |
| Q4 2015 | $34,000 | – | 1,226 | – | 0.02% | – |
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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% |