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 | $350,628 | +5.8% | 10,325 | +11.1% | 0.02% | +5.9% |
| Q2 2023 | $331,270 | -14.6% | 9,292 | -16.6% | 0.02% | -22.7% |
| Q1 2023 | $387,745 | +2.7% | 11,142 | -5.0% | 0.02% | -8.3% |
| Q4 2022 | $377,634 | -6.1% | 11,724 | -18.0% | 0.02% | -22.6% |
| Q3 2022 | $402,000 | +83.6% | 14,300 | +105.6% | 0.03% | +63.2% |
| Q2 2022 | $219,000 | -13.8% | 6,955 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $254,000 | -8.0% | 6,919 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $276,000 | +1.5% | 7,107 | +1.3% | 0.02% | -9.1% |
| Q3 2021 | $272,000 | -29.2% | 7,017 | -27.9% | 0.02% | -8.3% |
| Q2 2021 | $384,000 | +67.7% | 9,738 | +59.8% | 0.02% | +50.0% |
| Q1 2021 | $229,000 | +2.2% | 6,092 | -1.9% | 0.02% | -15.8% |
| Q4 2020 | $224,000 | -20.8% | 6,210 | -26.2% | 0.02% | -44.1% |
| Q4 2019 | $283,000 | – | 8,419 | +76436.4% | 0.03% | – |
| Q4 2016 | $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% |