SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,316,573 | -10.3% | 68,215 | -5.8% | 0.14% | -8.4% |
| Q2 2023 | $2,582,050 | +17.7% | 72,428 | +14.9% | 0.16% | +11.5% |
| Q1 2023 | $2,194,047 | +12.6% | 63,047 | +4.2% | 0.14% | -4.8% |
| Q4 2022 | $1,948,168 | -5.4% | 60,483 | -17.4% | 0.15% | -13.6% |
| Q3 2022 | $2,060,000 | +14.8% | 73,222 | +28.4% | 0.17% | +32.0% |
| Q2 2022 | $1,794,000 | -4.2% | 57,042 | +11.8% | 0.13% | -16.9% |
| Q1 2022 | $1,873,000 | +6.8% | 51,009 | +13.0% | 0.15% | +1.3% |
| Q4 2021 | $1,754,000 | +3.2% | 45,131 | +2.7% | 0.15% | -8.4% |
| Q3 2021 | $1,700,000 | -0.8% | 43,934 | +1.1% | 0.17% | -15.7% |
| Q2 2021 | $1,714,000 | +12.5% | 43,439 | +7.3% | 0.20% | -16.2% |
| Q1 2021 | $1,523,000 | +54.5% | 40,495 | +47.6% | 0.24% | +29.1% |
| Q4 2020 | $986,000 | – | 27,430 | – | 0.18% | – |
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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% |