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 | $12,005,641 | -4.7% | 353,523 | 0.0% | 1.54% | -1.3% |
| Q2 2023 | $12,603,095 | +2.6% | 353,523 | +0.2% | 1.57% | +2.7% |
| Q1 2023 | $12,280,635 | +28.8% | 352,892 | +19.2% | 1.52% | +24.7% |
| Q4 2022 | $9,532,502 | +19.9% | 295,949 | +4.7% | 1.22% | +10.1% |
| Q3 2022 | $7,951,000 | -73.8% | 282,668 | -70.7% | 1.11% | -67.1% |
| Q2 2022 | $30,359,000 | -13.5% | 965,322 | +1.0% | 3.38% | +0.8% |
| Q1 2022 | $35,094,000 | -2.8% | 955,717 | +2.9% | 3.35% | +3.7% |
| Q4 2021 | $36,100,000 | +8.9% | 928,742 | +8.4% | 3.23% | +3.3% |
| Q3 2021 | $33,158,000 | – | 856,807 | – | 3.13% | – |
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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% |