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 | $295,696 | -28.4% | 8,707 | -24.8% | 0.05% | +14.0% |
| Q2 2023 | $413,041 | -23.5% | 11,586 | -25.4% | 0.04% | -29.5% |
| Q1 2023 | $540,270 | -44.2% | 15,525 | -48.3% | 0.06% | -48.7% |
| Q4 2022 | $968,168 | +28.6% | 30,058 | +12.3% | 0.12% | +15.5% |
| Q3 2022 | $753,000 | -14.3% | 26,767 | -4.2% | 0.10% | -10.4% |
| Q2 2022 | $879,000 | +283.8% | 27,950 | +349.1% | 0.12% | +360.0% |
| Q1 2022 | $229,000 | -5.4% | 6,224 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $242,000 | -2.0% | 6,224 | -2.7% | 0.03% | -21.2% |
| Q3 2021 | $247,000 | -1.2% | 6,394 | +0.7% | 0.03% | -17.5% |
| Q2 2021 | $250,000 | – | 6,347 | – | 0.04% | – |
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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% |