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 | $4,406,562 | +27.7% | 129,757 | +34.0% | 4.29% | +13.0% |
| Q2 2023 | $3,451,027 | -27.5% | 96,803 | -29.3% | 3.80% | -16.6% |
| Q1 2023 | $4,763,031 | +8.2% | 136,869 | +0.2% | 4.55% | +0.9% |
| Q4 2022 | $4,400,296 | +19.4% | 136,613 | +4.3% | 4.51% | +5.1% |
| Q3 2022 | $3,686,000 | -11.9% | 131,035 | -1.6% | 4.29% | -5.4% |
| Q2 2022 | $4,186,000 | -4.8% | 133,105 | +11.2% | 4.54% | +5.3% |
| Q1 2022 | $4,395,000 | +3.9% | 119,701 | +10.0% | 4.31% | +6.9% |
| Q4 2021 | $4,229,000 | – | 108,801 | – | 4.03% | – |
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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% |