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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,356,000 | -11.1% | 52,486 | +15.7% | 0.21% | +7.0% |
| Q4 2019 | $1,525,000 | -65.2% | 45,357 | -67.0% | 0.20% | -69.6% |
| Q3 2019 | $4,386,000 | -27.5% | 137,652 | -27.0% | 0.66% | -31.1% |
| Q2 2019 | $6,048,000 | -15.2% | 188,464 | -17.2% | 0.95% | -40.8% |
| Q1 2019 | $7,131,000 | +26.0% | 227,750 | +14.0% | 1.61% | -1.1% |
| Q4 2018 | $5,661,000 | -18.1% | 199,695 | -3.2% | 1.63% | -9.9% |
| Q3 2018 | $6,916,000 | -3.6% | 206,255 | -5.0% | 1.81% | -9.8% |
| Q2 2018 | $7,172,000 | +68.6% | 217,014 | +72.0% | 2.00% | +181.7% |
| Q1 2018 | $4,253,000 | +12.9% | 126,155 | +14.1% | 0.71% | -39.0% |
| Q4 2017 | $3,766,000 | +53.9% | 110,541 | +51.2% | 1.16% | +44.0% |
| Q3 2017 | $2,447,000 | +11.9% | 73,107 | +6.3% | 0.81% | +8.4% |
| Q2 2017 | $2,187,000 | – | 68,803 | – | 0.75% | – |
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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% |