SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,713,383 | -6.9% | 50,453 | -2.3% | 0.64% | -4.8% |
| Q2 2023 | $1,840,430 | +2.9% | 51,625 | +0.4% | 0.67% | -0.9% |
| Q1 2023 | $1,789,346 | +0.5% | 51,418 | -7.0% | 0.68% | -4.5% |
| Q4 2022 | $1,780,021 | +125.0% | 55,263 | +96.5% | 0.71% | +99.4% |
| Q3 2022 | $791,000 | +32.3% | 28,117 | +47.8% | 0.36% | +37.5% |
| Q2 2022 | $598,000 | +26.2% | 19,028 | +47.4% | 0.26% | +38.5% |
| Q1 2022 | $474,000 | -3.5% | 12,908 | 0.0% | 0.19% | -3.1% |
| Q4 2021 | $491,000 | +6.7% | 12,908 | +8.6% | 0.19% | -1.0% |
| Q3 2021 | $460,000 | -2.7% | 11,886 | -0.9% | 0.20% | -4.4% |
| Q2 2021 | $473,000 | – | 11,991 | – | 0.20% | – |
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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% |