SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,048 | -5.6% | 10,484 | -0.9% | 0.14% | -4.3% |
| Q2 2023 | $377,331 | +2.3% | 10,584 | -0.1% | 0.14% | -6.6% |
| Q1 2023 | $368,700 | +19.7% | 10,595 | +10.8% | 0.15% | +12.7% |
| Q4 2022 | $308,050 | +13.3% | 9,564 | -1.1% | 0.13% | +4.7% |
| Q3 2022 | $272,000 | -60.9% | 9,671 | -48.9% | 0.13% | -53.6% |
| Q1 2022 | $695,000 | -62.9% | 18,919 | -60.7% | 0.28% | -63.7% |
| Q4 2021 | $1,872,000 | – | 48,170 | – | 0.76% | – |
Download | ||||||
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% |