SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,982,119 | -1.5% | 58,366 | +3.4% | 1.01% | -3.9% |
| Q2 2023 | $2,011,383 | +5.8% | 56,420 | +3.3% | 1.05% | +1.6% |
| Q1 2023 | $1,900,454 | +18.1% | 54,611 | +8.7% | 1.03% | +11.7% |
| Q4 2022 | $1,609,869 | +0.3% | 50,227 | -12.0% | 0.92% | -1.5% |
| Q3 2022 | $1,605,000 | -5.6% | 57,050 | +5.8% | 0.94% | -1.4% |
| Q2 2022 | $1,701,000 | -10.9% | 53,911 | +4.5% | 0.95% | +3.6% |
| Q1 2022 | $1,910,000 | +2.7% | 51,602 | +8.0% | 0.92% | +5.0% |
| Q4 2021 | $1,860,000 | +6.9% | 47,766 | +6.6% | 0.87% | -3.0% |
| Q3 2021 | $1,740,000 | +2.5% | 44,818 | +4.2% | 0.90% | +0.4% |
| Q2 2021 | $1,697,000 | +5.2% | 43,022 | +0.6% | 0.90% | -4.2% |
| Q1 2021 | $1,613,000 | +7.2% | 42,783 | +2.4% | 0.94% | -1.1% |
| Q4 2020 | $1,504,000 | – | 41,772 | – | 0.94% | – |
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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% |