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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,719 | +4.6% | 2,554 | +9.8% | 0.00% | 0.0% |
Q2 2023 | $82,907 | +40.8% | 2,326 | +37.4% | 0.00% | 0.0% |
Q1 2023 | $58,900 | -48.6% | 1,693 | -66.9% | 0.00% | -66.7% |
Q4 2022 | $114,653 | -73.0% | 5,120 | -62.0% | 0.00% | -57.1% |
Q2 2022 | $424,000 | -13.1% | 13,460 | +1.1% | 0.01% | -12.5% |
Q1 2022 | $488,000 | -3.2% | 13,310 | +2.6% | 0.01% | 0.0% |
Q4 2021 | $504,000 | +13.0% | 12,978 | -8.6% | 0.01% | -50.0% |
Q3 2020 | $446,000 | – | 14,194 | – | 0.02% | – |
Download |
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% |