SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,969 | -12.2% | 6,566 | -18.7% | 0.01% | -25.0% |
| Q2 2022 | $254,000 | -14.2% | 8,074 | +0.2% | 0.02% | -15.8% |
| Q1 2022 | $296,000 | -7.8% | 8,060 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $321,000 | -0.3% | 8,271 | -0.7% | 0.02% | -9.1% |
| Q3 2021 | $322,000 | +13.0% | 8,331 | -24.6% | 0.02% | -80.0% |
| Q1 2020 | $285,000 | -25.8% | 11,045 | -3.4% | 0.11% | -6.8% |
| Q4 2019 | $384,000 | +11.0% | 11,432 | +5.2% | 0.12% | -10.6% |
| Q3 2019 | $346,000 | – | 10,867 | – | 0.13% | – |
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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% |