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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $433,726 | -3.8% | 11,735 | -11.6% | 0.18% | -10.7% |
| Q3 2023 | $450,853 | -4.7% | 13,276 | 0.0% | 0.20% | -3.0% |
| Q2 2023 | $473,289 | +1.3% | 13,276 | -1.2% | 0.20% | -5.6% |
| Q1 2023 | $467,399 | +8.0% | 13,431 | 0.0% | 0.22% | +2.4% |
| Q4 2022 | $432,613 | -30.7% | 13,431 | -39.4% | 0.21% | -36.0% |
| Q3 2022 | $624,000 | -10.6% | 22,179 | 0.0% | 0.33% | -7.1% |
| Q2 2022 | $698,000 | -14.3% | 22,179 | 0.0% | 0.35% | -1.1% |
| Q1 2022 | $814,000 | -7.1% | 22,179 | -1.6% | 0.36% | -4.3% |
| Q4 2021 | $876,000 | +0.5% | 22,529 | 0.0% | 0.37% | -1.1% |
| Q3 2021 | $872,000 | -2.1% | 22,529 | -0.2% | 0.38% | +0.5% |
| Q2 2021 | $891,000 | +4.9% | 22,579 | 0.0% | 0.38% | -4.6% |
| Q1 2021 | $849,000 | +4.7% | 22,579 | +0.2% | 0.39% | -6.2% |
| Q4 2020 | $811,000 | -35.0% | 22,529 | -43.3% | 0.42% | -41.6% |
| Q3 2020 | $1,248,000 | -57.8% | 39,744 | -60.0% | 0.72% | -62.8% |
| Q2 2020 | $2,959,000 | -42.8% | 99,471 | -50.3% | 1.93% | -59.8% |
| Q1 2020 | $5,177,000 | -24.9% | 200,340 | -2.3% | 4.80% | -11.7% |
| Q4 2019 | $6,894,000 | – | 204,986 | – | 5.43% | – |
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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% |