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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $492,276 | -30.3% | 14,146 | -35.5% | 0.58% | -25.7% |
| Q4 2022 | $705,910 | +14.6% | 21,916 | +0.0% | 0.77% | +22.7% |
| Q3 2022 | $616,000 | -10.6% | 21,914 | 0.0% | 0.63% | +3.8% |
| Q2 2022 | $689,000 | -14.4% | 21,914 | +0.0% | 0.61% | +0.5% |
| Q1 2022 | $805,000 | -5.5% | 21,913 | +0.0% | 0.60% | -2.1% |
| Q4 2021 | $852,000 | +7.7% | 21,912 | +7.2% | 0.62% | -3.6% |
| Q3 2021 | $791,000 | -10.2% | 20,435 | -8.5% | 0.64% | -10.2% |
| Q2 2021 | $881,000 | +4.9% | 22,335 | +0.0% | 0.71% | -25.3% |
| Q1 2021 | $840,000 | +2.6% | 22,334 | -1.8% | 0.96% | +0.3% |
| Q4 2020 | $819,000 | +12.2% | 22,739 | -2.1% | 0.95% | +4.3% |
| Q3 2020 | $730,000 | -0.3% | 23,237 | -0.3% | 0.91% | -0.4% |
| Q2 2020 | $732,000 | +215.5% | 23,297 | +237.5% | 0.92% | +273.2% |
| Q4 2019 | $232,000 | – | 6,903 | – | 0.25% | – |
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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% |