SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 899 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,195,232 | -1.5% | 31,110 | 0.0% | 0.92% | -4.2% |
| Q1 2024 | $1,213,898 | +5.6% | 31,110 | 0.0% | 0.96% | -1.2% |
| Q4 2023 | $1,149,812 | +6.1% | 31,110 | -2.5% | 0.97% | -6.0% |
| Q3 2023 | $1,083,313 | -4.4% | 31,900 | +0.3% | 1.03% | +0.8% |
| Q2 2023 | $1,133,658 | +2.5% | 31,800 | +0.0% | 1.02% | -3.9% |
| Q1 2023 | $1,106,436 | +6.7% | 31,794 | -1.2% | 1.06% | 0.0% |
| Q4 2022 | $1,036,973 | +26.2% | 32,194 | +10.2% | 1.06% | +11.1% |
| Q3 2022 | $822,000 | -8.0% | 29,205 | +2.9% | 0.96% | -2.4% |
| Q2 2022 | $893,000 | -12.5% | 28,385 | +2.2% | 0.98% | +6.2% |
| Q1 2022 | $1,020,000 | -5.6% | 27,781 | +0.0% | 0.92% | -5.0% |
| Q4 2021 | $1,080,000 | – | 27,780 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |