SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 984 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,118,040 | +716.9% | 28,653 | +673.8% | 0.00% | – |
| Q4 2023 | $136,863 | +963.3% | 3,703 | +877.0% | 0.00% | – |
| Q3 2023 | $12,871 | -94.5% | 379 | -94.4% | 0.00% | -100.0% |
| Q1 2023 | $234,274 | -78.4% | 6,732 | -80.0% | 0.00% | -83.3% |
| Q4 2022 | $1,082,804 | +54040.2% | 33,617 | +57860.3% | 0.01% | – |
| Q2 2022 | $2,000 | -99.7% | 58 | -99.7% | 0.00% | -100.0% |
| Q4 2021 | $726,000 | +18050.0% | 18,680 | +18580.0% | 0.01% | – |
| Q3 2021 | $4,000 | -99.1% | 100 | -99.2% | 0.00% | -100.0% |
| Q4 2020 | $456,000 | +225.7% | 12,660 | +184.8% | 0.01% | +200.0% |
| Q3 2020 | $140,000 | +30.8% | 4,445 | +23.5% | 0.00% | 0.0% |
| Q2 2020 | $107,000 | +197.2% | 3,600 | +156.4% | 0.00% | +100.0% |
| Q1 2020 | $36,000 | -93.3% | 1,404 | -91.2% | 0.00% | -94.1% |
| Q4 2019 | $537,000 | – | 15,982 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |