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 2022 | $201 | -29.7% | 7,151 | -21.4% | 0.02% | -30.4% |
| Q2 2022 | $286 | -30.2% | 9,100 | -18.4% | 0.02% | -17.9% |
| Q1 2022 | $410 | -43.8% | 11,156 | -40.6% | 0.03% | -50.0% |
| Q4 2021 | $729 | -5.3% | 18,767 | -5.7% | 0.06% | -25.3% |
| Q3 2021 | $770 | -22.5% | 19,898 | -20.9% | 0.08% | -36.4% |
| Q2 2021 | $993 | -5.8% | 25,159 | -10.2% | 0.12% | -28.0% |
| Q1 2021 | $1,054 | +159.0% | 28,015 | +147.9% | 0.16% | +102.5% |
| Q4 2020 | $407 | -14.1% | 11,299 | -25.2% | 0.08% | -28.3% |
| Q3 2020 | $474 | -100.0% | 15,105 | -96.5% | 0.11% | -96.5% |
| Q2 2020 | $12,681,000 | -29.4% | 426,255 | -38.7% | 3.22% | -30.4% |
| Q1 2020 | $17,959,000 | +2.1% | 695,000 | +32.8% | 4.63% | +7.4% |
| Q4 2019 | $17,598,000 | +6.7% | 523,296 | +1.1% | 4.31% | +2.9% |
| Q3 2019 | $16,486,000 | +0.1% | 517,459 | +0.8% | 4.19% | -16.5% |
| Q2 2019 | $16,477,000 | +12.4% | 513,478 | +9.7% | 5.02% | -6.7% |
| Q1 2019 | $14,655,000 | – | 468,062 | – | 5.38% | – |
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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% |