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 | $185,863 | -2.9% | 5,473 | +1.9% | 0.18% | 0.0% |
| Q2 2023 | $191,441 | -2.2% | 5,370 | -4.5% | 0.18% | -12.8% |
| Q1 2023 | $195,750 | +2.4% | 5,625 | -5.2% | 0.21% | -13.5% |
| Q4 2022 | $191,134 | -24.2% | 5,934 | -33.8% | 0.24% | -28.9% |
| Q3 2022 | $252,000 | -33.9% | 8,960 | -26.1% | 0.34% | -31.0% |
| Q2 2022 | $381,000 | +63.5% | 12,128 | +91.1% | 0.50% | +68.5% |
| Q1 2022 | $233,000 | -6.4% | 6,346 | -1.1% | 0.30% | +23.9% |
| Q4 2021 | $249,000 | – | 6,418 | – | 0.24% | – |
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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% |