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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,036 | -7.4% | 7,687 | -2.8% | 0.04% | +12.5% |
| Q2 2023 | $281,870 | +3.5% | 7,907 | +1.0% | 0.04% | 0.0% |
| Q1 2023 | $272,309 | +13.3% | 7,825 | +4.9% | 0.04% | +5.3% |
| Q4 2022 | $240,317 | +13.4% | 7,461 | -0.8% | 0.04% | 0.0% |
| Q3 2022 | $212,000 | -8.6% | 7,521 | +2.2% | 0.04% | -25.5% |
| Q2 2022 | $232,000 | -11.1% | 7,361 | +3.6% | 0.05% | 0.0% |
| Q1 2022 | $261,000 | -5.4% | 7,106 | +0.1% | 0.05% | -8.9% |
| Q4 2021 | $276,000 | +58.6% | 7,098 | +58.3% | 0.06% | +36.6% |
| Q3 2021 | $174,000 | -1.7% | 4,484 | 0.0% | 0.04% | -6.8% |
| Q2 2021 | $177,000 | – | 4,484 | – | 0.04% | – |
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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% |