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 | $2,901,131 | -48.0% | 85,428 | -45.4% | 0.16% | -56.4% |
| Q2 2023 | $5,575,731 | -51.0% | 156,402 | -52.2% | 0.36% | -56.2% |
| Q1 2023 | $11,383,637 | +3.4% | 327,116 | -4.3% | 0.82% | +1.0% |
| Q4 2022 | $11,010,956 | +7.7% | 341,849 | -5.9% | 0.81% | -3.7% |
| Q3 2022 | $10,219,000 | -3.4% | 363,269 | +8.0% | 0.84% | -6.2% |
| Q2 2022 | $10,582,000 | +21495.9% | 336,476 | +21290.7% | 0.90% | +8870.0% |
| Q3 2020 | $49,000 | -94.9% | 1,573 | -94.5% | 0.01% | -99.1% |
| Q4 2019 | $962,000 | +2.6% | 28,603 | -13.6% | 1.05% | +15.6% |
| Q4 2018 | $938,000 | – | 33,088 | – | 0.91% | – |
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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% |