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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,200 | -12.5% | 29,242 | -9.0% | 0.24% | -7.6% |
| Q2 2023 | $1,141,831 | +123.4% | 32,128 | +123.9% | 0.26% | +126.7% |
| Q1 2023 | $511,005 | +13696.0% | 14,350 | +12378.3% | 0.12% | +11500.0% |
| Q4 2022 | $3,704 | +23.5% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -66.7% | 115 | -56.3% | 0.00% | -50.0% |
| Q2 2022 | $9,000 | 0.0% | 263 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 263 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | -95.7% | 263 | -95.6% | 0.00% | -95.6% |
| Q3 2021 | $230,000 | -10.9% | 5,934 | -9.1% | 0.04% | -11.8% |
| Q2 2021 | $258,000 | – | 6,531 | +59272.7% | 0.05% | – |
| Q4 2019 | $0 | – | 11 | – | 0.00% | – |
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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% |