SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,000 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $245,905 | +15.3% | 6,400 | +17.2% | 0.11% | +5.0% |
| Q1 2024 | $213,184 | +5.6% | 5,463 | 0.0% | 0.10% | -1.0% |
| Q4 2023 | $201,929 | -3.6% | 5,463 | -7.0% | 0.10% | +14.6% |
| Q2 2023 | $209,528 | +6.6% | 5,877 | +4.1% | 0.09% | -11.9% |
| Q1 2023 | $196,516 | +8.7% | 5,647 | +0.6% | 0.10% | -1.0% |
| Q4 2022 | $180,829 | +653.5% | 5,614 | +567.5% | 0.10% | +580.0% |
| Q3 2022 | $24,000 | -7.7% | 841 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -16.1% | 841 | +0.1% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 840 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $33,000 | +73.7% | 840 | +75.7% | 0.02% | +53.8% |
| Q2 2021 | $19,000 | +533.3% | 478 | +475.9% | 0.01% | +333.3% |
| Q1 2021 | $3,000 | 0.0% | 83 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | – | 83 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |