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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,518,178 | -3.7% | 44,705 | +1.1% | 0.19% | -1.1% |
| Q2 2023 | $1,575,940 | +5.7% | 44,206 | +3.2% | 0.19% | +3.3% |
| Q1 2023 | $1,490,384 | +10.1% | 42,827 | +1.9% | 0.18% | +2.8% |
| Q4 2022 | $1,354,241 | +4.7% | 42,044 | -8.6% | 0.18% | -1.1% |
| Q3 2022 | $1,294,000 | -8.5% | 45,999 | +2.3% | 0.18% | -7.3% |
| Q2 2022 | $1,414,000 | -11.4% | 44,967 | +3.5% | 0.19% | +5.5% |
| Q1 2022 | $1,596,000 | -2.9% | 43,463 | +2.8% | 0.18% | +1.1% |
| Q4 2021 | $1,644,000 | +13.0% | 42,292 | +12.5% | 0.18% | +7.1% |
| Q3 2021 | $1,455,000 | +0.4% | 37,604 | +2.4% | 0.17% | 0.0% |
| Q2 2021 | $1,449,000 | +7.9% | 36,725 | +2.8% | 0.17% | +0.6% |
| Q1 2021 | $1,343,000 | -15.7% | 35,708 | -19.3% | 0.17% | -20.4% |
| Q4 2020 | $1,593,000 | +15.9% | 44,251 | +1.1% | 0.21% | -2.3% |
| Q3 2020 | $1,374,000 | +7.7% | 43,759 | +2.1% | 0.22% | +1.4% |
| Q2 2020 | $1,276,000 | -10.6% | 42,877 | -22.4% | 0.21% | -30.8% |
| Q1 2020 | $1,428,000 | -21.1% | 55,265 | +2.6% | 0.31% | +2.0% |
| Q4 2019 | $1,811,000 | +6.9% | 53,863 | +1.3% | 0.30% | +1.0% |
| Q3 2019 | $1,694,000 | +18.8% | 53,164 | +19.7% | 0.30% | +15.4% |
| Q2 2019 | $1,426,000 | +15.7% | 44,427 | +12.9% | 0.26% | +12.1% |
| Q1 2019 | $1,232,000 | +52.1% | 39,335 | +37.7% | 0.23% | +29.8% |
| Q4 2018 | $810,000 | +21.8% | 28,559 | +43.9% | 0.18% | +36.9% |
| Q3 2018 | $665,000 | +8212.5% | 19,840 | +8717.8% | 0.13% | +6400.0% |
| Q1 2018 | $8,000 | – | 225 | – | 0.00% | – |
Download | ||||||
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% |