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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $16,000 | -52.9% | 517 | -48.3% | 0.01% | -50.0% |
| Q4 2019 | $34,000 | +6.2% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 1,000 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $32,000 | +3.2% | 1,000 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $31,000 | +10.7% | 1,000 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $28,000 | -98.8% | 1,000 | -98.5% | 0.03% | -98.4% |
| Q3 2018 | $2,247,000 | -9.8% | 67,010 | -11.1% | 1.85% | -15.2% |
| Q2 2018 | $2,490,000 | -4.3% | 75,350 | -2.4% | 2.19% | -0.3% |
| Q1 2018 | $2,603,000 | +0.5% | 77,220 | +1.6% | 2.19% | +2.0% |
| Q4 2017 | $2,590,000 | +64650.0% | 76,020 | +63250.0% | 2.15% | +53600.0% |
| Q2 2017 | $4,000 | – | 120 | – | 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% |