Wealthquest Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$405,000
-18.0%
12,063
-22.3%
0.12%
-29.7%
Q3 2019$494,000
-23.3%
15,520
-22.8%
0.16%
-32.1%
Q2 2019$644,000
-12.7%
20,095
-14.8%
0.24%
-12.9%
Q1 2019$738,000
+19.2%
23,595
+8.1%
0.28%
+9.8%
Q4 2018$619,00021,8360.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,353,958$88,556,00022.86%
Matrix Trust Co 1,895,020$71,291,00019.47%
SVB Investment Services Inc. 520,347$19,575,00015.59%
ACT WEALTH MANAGEMENT, LLC 632,906$23,810,00015.37%
JBJ Investment Partners, LLC 1,620,280$60,955,00013.33%
Evergreen Advisors, LLC 900,577$33,880,00012.98%
Northwest Capital Management Inc 433,873$16,323,00011.86%
Personal Capital Advisors Corp 52,477,785$1,974,214,00011.44%
Your Advocates Ltd., LLP 383,658$14,433,00010.67%
Callan Capital, LLC 1,459,637$54,912,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders