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 | $3,993,694 | -4.8% | 117,600 | -0.0% | 2.56% | -5.1% |
Q2 2023 | $4,194,393 | -0.8% | 117,655 | -3.2% | 2.70% | -1.2% |
Q1 2023 | $4,227,825 | +8.1% | 121,489 | +0.0% | 2.74% | +1.0% |
Q4 2022 | $3,912,698 | +15.1% | 121,475 | +0.5% | 2.71% | +0.8% |
Q3 2022 | $3,399,000 | -33.2% | 120,841 | -25.3% | 2.69% | -29.2% |
Q2 2022 | $5,087,000 | -14.4% | 161,743 | -0.0% | 3.79% | -28.3% |
Q1 2022 | $5,942,000 | -5.4% | 161,808 | +0.1% | 5.29% | -4.5% |
Q4 2021 | $6,282,000 | +0.4% | 161,623 | +0.0% | 5.55% | -23.2% |
Q3 2021 | $6,255,000 | – | 161,618 | – | 7.22% | – |
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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% |