SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,769 | -15.4% | 759 | -11.1% | 0.02% | -9.5% |
Q2 2023 | $30,474 | +2.9% | 854 | +0.4% | 0.02% | -4.5% |
Q1 2023 | $29,615 | +18.3% | 851 | +9.5% | 0.02% | +10.0% |
Q4 2022 | $25,027 | +13.8% | 777 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $22,000 | -21.4% | 777 | -12.4% | 0.02% | -28.6% |
Q2 2022 | $28,000 | -15.2% | 887 | 0.0% | 0.03% | +3.7% |
Q1 2022 | $33,000 | -2.9% | 887 | 0.0% | 0.03% | +3.8% |
Q4 2021 | $34,000 | +78.9% | 887 | +88.7% | 0.03% | +73.3% |
Q2 2021 | $19,000 | – | 470 | – | 0.02% | – |
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% |