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 2018 | $107,000 | -68.3% | 3,794 | -62.4% | 0.09% | -63.4% |
| Q3 2018 | $338,000 | -2.6% | 10,080 | -4.1% | 0.24% | +3.4% |
| Q2 2018 | $347,000 | -8.0% | 10,514 | -6.0% | 0.24% | -7.1% |
| Q1 2018 | $377,000 | +46.1% | 11,191 | +47.5% | 0.25% | +40.6% |
| Q4 2017 | $258,000 | +4.0% | 7,587 | +2.1% | 0.18% | -2.7% |
| Q3 2017 | $248,000 | +5.1% | 7,429 | 0.0% | 0.18% | -0.5% |
| Q2 2017 | $236,000 | – | 7,429 | – | 0.19% | – |
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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% |