SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,893 | +17.2% | 8,448 | +23.1% | 0.01% | +8.3% |
| Q2 2023 | $244,700 | +2.1% | 6,864 | -0.3% | 0.01% | +9.1% |
| Q1 2023 | $239,661 | +7.4% | 6,887 | -0.5% | 0.01% | +10.0% |
| Q4 2022 | $223,048 | +8.3% | 6,925 | -5.5% | 0.01% | 0.0% |
| Q3 2022 | $206,000 | -4.6% | 7,326 | +6.5% | 0.01% | +11.1% |
| Q2 2022 | $216,000 | -23.1% | 6,880 | -10.1% | 0.01% | -10.0% |
| Q1 2022 | $281,000 | -1.1% | 7,653 | +4.7% | 0.01% | -9.1% |
| Q4 2021 | $284,000 | -18.4% | 7,311 | -18.8% | 0.01% | -26.7% |
| Q3 2021 | $348,000 | – | 9,003 | – | 0.02% | – |
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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% |