SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,744 | -6.5% | 14,804 | -1.9% | 0.07% | -2.6% |
| Q2 2023 | $537,887 | +2.4% | 15,088 | 0.0% | 0.08% | -2.6% |
| Q1 2023 | $525,062 | +8.0% | 15,088 | 0.0% | 0.08% | +2.6% |
| Q4 2022 | $485,984 | +12.0% | 15,088 | -2.3% | 0.08% | +1.3% |
| Q3 2022 | $434,000 | +17.6% | 15,436 | +31.5% | 0.08% | +23.0% |
| Q2 2022 | $369,000 | -14.4% | 11,738 | 0.0% | 0.06% | -4.7% |
| Q1 2022 | $431,000 | -10.2% | 11,738 | -5.0% | 0.06% | -11.1% |
| Q4 2021 | $480,000 | +0.4% | 12,350 | 0.0% | 0.07% | -2.7% |
| Q3 2021 | $478,000 | -2.4% | 12,350 | -0.6% | 0.07% | -1.3% |
| Q2 2021 | $490,000 | +4.7% | 12,428 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $468,000 | -3.1% | 12,428 | -7.3% | 0.08% | -3.8% |
| Q4 2020 | $483,000 | +11.8% | 13,405 | -2.6% | 0.08% | -6.0% |
| Q3 2020 | $432,000 | +5.6% | 13,759 | 0.0% | 0.08% | +2.5% |
| Q2 2020 | $409,000 | +50.9% | 13,759 | +31.3% | 0.08% | +24.6% |
| Q1 2020 | $271,000 | -6.6% | 10,479 | +21.7% | 0.06% | +18.2% |
| Q4 2019 | $290,000 | – | 8,612 | – | 0.06% | – |
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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% |