SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,576 | -23.2% | 8,792 | -19.4% | 0.25% | -34.2% |
| Q2 2023 | $388,977 | -2.5% | 10,911 | -4.9% | 0.38% | -7.1% |
| Q1 2023 | $399,121 | +6.7% | 11,469 | -1.3% | 0.41% | +26.5% |
| Q4 2022 | $374,184 | +14.8% | 11,617 | +0.1% | 0.32% | +4.9% |
| Q3 2022 | $326,000 | -16.8% | 11,606 | -6.8% | 0.31% | -24.6% |
| Q2 2022 | $392,000 | -20.6% | 12,458 | -7.4% | 0.41% | +7.1% |
| Q1 2022 | $494,000 | -19.3% | 13,458 | -14.5% | 0.38% | -43.6% |
| Q4 2021 | $612,000 | +0.2% | 15,745 | -0.2% | 0.67% | -2.7% |
| Q3 2021 | $611,000 | -6.9% | 15,778 | -5.2% | 0.69% | +24.7% |
| Q2 2021 | $656,000 | +1.1% | 16,636 | -3.5% | 0.55% | -5.5% |
| Q1 2021 | $649,000 | – | 17,240 | – | 0.59% | – |
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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% |