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 | $455,845 | -15.2% | 13,423 | -11.0% | 0.11% | -12.0% |
| Q2 2023 | $537,495 | +13.7% | 15,077 | +11.0% | 0.12% | +16.8% |
| Q1 2023 | $472,723 | +101780.0% | 13,584 | -5.8% | 0.11% | +5.9% |
| Q4 2022 | $464 | -99.9% | 14,419 | 0.0% | 0.10% | +9.8% |
| Q3 2022 | $406,000 | -16.1% | 14,419 | -6.4% | 0.09% | -4.2% |
| Q2 2022 | $484,000 | -14.3% | 15,397 | 0.0% | 0.10% | +24.7% |
| Q1 2022 | $565,000 | -6.1% | 15,397 | -0.6% | 0.08% | -4.9% |
| Q4 2021 | $602,000 | -72.3% | 15,493 | -72.4% | 0.08% | -73.6% |
| Q3 2021 | $2,173,000 | -5.1% | 56,141 | -3.3% | 0.31% | -12.8% |
| Q2 2021 | $2,289,000 | +4.9% | 58,028 | 0.0% | 0.35% | -1.4% |
| Q1 2021 | $2,183,000 | +4.4% | 58,028 | 0.0% | 0.36% | -0.6% |
| Q4 2020 | $2,090,000 | +17.6% | 58,028 | +2.5% | 0.36% | -49.0% |
| Q3 2020 | $1,777,000 | +5.5% | 56,617 | 0.0% | 0.70% | +5.4% |
| Q2 2020 | $1,684,000 | – | 56,617 | – | 0.67% | – |
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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% |