SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,008,279 | -3.7% | 88,583 | +1.1% | 3.34% | +1.4% |
| Q2 2023 | $3,123,011 | -7.6% | 87,602 | -8.9% | 3.29% | -11.7% |
| Q1 2023 | $3,378,509 | +30.9% | 96,199 | +20.0% | 3.72% | +26.7% |
| Q4 2022 | $2,581,825 | -5.6% | 80,156 | -7.8% | 2.94% | -6.7% |
| Q3 2022 | $2,735,000 | -12.3% | 86,967 | +2.4% | 3.15% | +3.5% |
| Q2 2022 | $3,118,000 | 0.0% | 84,923 | 0.0% | 3.04% | +17.8% |
| Q1 2022 | $3,118,000 | +13.9% | 84,923 | +21.3% | 2.58% | +18.0% |
| Q4 2021 | $2,738,000 | +7.4% | 69,991 | +8.3% | 2.19% | -16.5% |
| Q3 2021 | $2,549,000 | 0.0% | 64,602 | 0.0% | 2.62% | 0.0% |
| Q2 2021 | $2,549,000 | – | 64,602 | – | 2.62% | – |
Download | ||||||
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% |