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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $309,000 | -97.4% | 8,586 | -97.9% | 0.04% | -98.0% |
| Q2 2020 | $11,891,000 | +0.9% | 399,712 | -12.3% | 2.00% | -8.9% |
| Q1 2020 | $11,783,000 | -24.5% | 456,011 | -1.8% | 2.20% | -7.3% |
| Q4 2019 | $15,615,000 | +6.0% | 464,329 | +0.4% | 2.37% | -1.2% |
| Q3 2019 | $14,729,000 | +5.0% | 462,289 | +5.8% | 2.40% | +5.0% |
| Q2 2019 | $14,026,000 | +7.1% | 437,080 | +4.5% | 2.29% | +4.2% |
| Q1 2019 | $13,096,000 | +174.8% | 418,278 | +148.9% | 2.20% | +124.4% |
| Q4 2018 | $4,765,000 | – | 168,077 | – | 0.98% | – |
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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% |