SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,932 | +25.6% | 12,866 | +31.9% | 0.06% | +27.7% |
| Q2 2023 | $347,857 | +2.5% | 9,758 | +0.1% | 0.05% | 0.0% |
| Q1 2023 | $339,341 | -3.5% | 9,751 | -10.7% | 0.05% | -7.8% |
| Q4 2022 | $351,715 | +13.1% | 10,919 | -1.3% | 0.05% | +4.1% |
| Q3 2022 | $311,000 | -16.4% | 11,067 | -6.4% | 0.05% | -12.5% |
| Q2 2022 | $372,000 | -15.5% | 11,818 | -1.4% | 0.06% | -6.7% |
| Q1 2022 | $440,000 | -3.5% | 11,981 | +2.1% | 0.06% | -1.6% |
| Q4 2021 | $456,000 | +2.5% | 11,733 | +2.1% | 0.06% | -7.6% |
| Q3 2021 | $445,000 | -0.4% | 11,487 | +1.3% | 0.07% | -2.9% |
| Q2 2021 | $447,000 | +22.8% | 11,334 | +17.3% | 0.07% | +11.5% |
| Q1 2021 | $364,000 | +6.1% | 9,666 | +1.5% | 0.06% | -9.0% |
| Q4 2020 | $343,000 | +34.0% | 9,526 | +16.8% | 0.07% | +8.1% |
| Q3 2020 | $256,000 | – | 8,159 | – | 0.06% | – |
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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% |