SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,173,796 | -9.8% | 64,010 | -5.3% | 0.45% | -9.4% |
| Q2 2023 | $2,409,305 | +0.1% | 67,582 | -2.3% | 0.50% | -5.8% |
| Q1 2023 | $2,406,084 | +2.3% | 69,140 | -5.3% | 0.53% | -2.9% |
| Q4 2022 | $2,352,685 | +7.2% | 73,042 | -6.4% | 0.55% | -0.7% |
| Q3 2022 | $2,194,000 | -9.0% | 77,997 | +1.7% | 0.55% | -6.3% |
| Q2 2022 | $2,411,000 | +10.4% | 76,672 | +28.9% | 0.59% | +4.4% |
| Q1 2022 | $2,183,000 | -13.2% | 59,462 | -8.1% | 0.56% | -15.6% |
| Q4 2021 | $2,516,000 | +1.3% | 64,738 | +0.9% | 0.67% | -7.2% |
| Q3 2021 | $2,484,000 | -2.9% | 64,184 | -0.5% | 0.72% | -2.7% |
| Q2 2021 | $2,558,000 | +7.0% | 64,521 | +1.5% | 0.74% | -2.2% |
| Q1 2021 | $2,391,000 | +3.3% | 63,567 | -1.1% | 0.76% | -1.2% |
| Q4 2020 | $2,314,000 | – | 64,250 | – | 0.76% | – |
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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% |