SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $321,552 | +0.2% | 9,983 | -12.4% | 0.46% | +5.5% |
Q3 2022 | $321,000 | -17.7% | 11,397 | -8.1% | 0.44% | -10.8% |
Q2 2022 | $390,000 | -17.2% | 12,397 | -3.3% | 0.49% | +7.9% |
Q1 2022 | $471,000 | -5.4% | 12,822 | 0.0% | 0.45% | +7.8% |
Q4 2021 | $498,000 | +0.4% | 12,822 | 0.0% | 0.42% | -8.7% |
Q3 2021 | $496,000 | -5.3% | 12,822 | -3.5% | 0.46% | -5.7% |
Q2 2021 | $524,000 | +1.0% | 13,286 | -3.6% | 0.49% | -5.6% |
Q1 2021 | $519,000 | – | 13,786 | – | 0.52% | – |
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% |