SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,052 | -4.7% | 119,323 | 0.0% | 0.64% | -1.5% |
| Q2 2023 | $4,254 | +9.1% | 119,323 | +6.5% | 0.65% | -1.2% |
| Q1 2023 | $3,900 | -99.9% | 112,067 | -2.9% | 0.66% | -1.2% |
| Q4 2022 | $3,715,977 | +60.2% | 115,367 | +39.9% | 0.67% | +53.0% |
| Q3 2022 | $2,319,000 | -14.1% | 82,445 | -3.9% | 0.44% | -2.4% |
| Q2 2022 | $2,699,000 | +6.4% | 85,820 | +24.2% | 0.45% | +26.5% |
| Q1 2022 | $2,537,000 | -5.7% | 69,103 | +0.0% | 0.36% | -1.9% |
| Q4 2021 | $2,689,000 | +29.0% | 69,099 | +28.3% | 0.36% | +16.4% |
| Q3 2021 | $2,085,000 | -4.0% | 53,871 | -2.1% | 0.31% | -4.6% |
| Q2 2021 | $2,171,000 | +7.6% | 55,041 | +2.6% | 0.33% | -2.1% |
| Q1 2021 | $2,018,000 | +2.6% | 53,645 | -1.8% | 0.33% | -5.4% |
| Q4 2020 | $1,966,000 | +17.0% | 54,606 | +2.0% | 0.35% | -1.4% |
| Q3 2020 | $1,681,000 | -0.2% | 53,535 | -5.5% | 0.36% | -7.0% |
| Q2 2020 | $1,685,000 | -24.7% | 56,643 | -34.6% | 0.38% | -35.5% |
| Q1 2020 | $2,237,000 | – | 86,572 | – | 0.60% | – |
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% |