Per Stirling Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Per Stirling Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,318,119
-1.4%
38,814
+3.5%
0.27%
+0.7%
Q2 2023$1,336,620
+3.9%
37,493
+1.4%
0.27%
-2.2%
Q1 2023$1,286,905
+9.7%
36,980
+1.6%
0.28%
+30.5%
Q4 2022$1,172,89636,4140.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,353,958$88,556,00022.86%
Matrix Trust Co 1,895,020$71,291,00019.47%
SVB Investment Services Inc. 520,347$19,575,00015.59%
ACT WEALTH MANAGEMENT, LLC 632,906$23,810,00015.37%
JBJ Investment Partners, LLC 1,620,280$60,955,00013.33%
Evergreen Advisors, LLC 900,577$33,880,00012.98%
Northwest Capital Management Inc 433,873$16,323,00011.86%
Personal Capital Advisors Corp 52,477,785$1,974,214,00011.44%
Your Advocates Ltd., LLP 383,658$14,433,00010.67%
Callan Capital, LLC 1,459,637$54,912,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders