SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,000 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,436 | +2.4% | 433 | 0.0% | 0.01% | +33.3% |
| Q1 2023 | $15,068 | +24.4% | 433 | +15.2% | 0.01% | 0.0% |
| Q4 2022 | $12,111 | -28.8% | 376 | -38.5% | 0.01% | -25.0% |
| Q3 2022 | $17,000 | -10.5% | 611 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $19,000 | -56.8% | 611 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | +83.3% | 1,222 | +100.0% | 0.01% | -18.2% |
| Q4 2021 | $24,000 | +60.0% | 611 | +62.5% | 0.01% | +57.1% |
| Q3 2021 | $15,000 | +7.1% | 376 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 357 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $13,000 | 0.0% | 357 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $13,000 | +18.2% | 357 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $11,000 | 0.0% | 357 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $11,000 | -66.7% | 357 | -72.0% | 0.01% | -71.0% |
| Q1 2020 | $33,000 | +175.0% | 1,277 | +257.7% | 0.03% | +210.0% |
| Q4 2019 | $12,000 | – | 357 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |