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 | $1,819,724 | -4.8% | 53,584 | -0.0% | 1.62% | -4.6% |
| Q2 2023 | $1,910,959 | +2.1% | 53,603 | -0.4% | 1.70% | -1.6% |
| Q1 2023 | $1,872,345 | -3.5% | 53,803 | -10.7% | 1.73% | -4.2% |
| Q4 2022 | $1,940,041 | +14.1% | 60,231 | -0.3% | 1.80% | +3.0% |
| Q3 2022 | $1,700,000 | -10.0% | 60,440 | +0.6% | 1.75% | -8.0% |
| Q2 2022 | $1,889,000 | +14.1% | 60,069 | +33.2% | 1.90% | +25.2% |
| Q1 2022 | $1,656,000 | +25.7% | 45,103 | +33.1% | 1.52% | +26.3% |
| Q4 2021 | $1,317,000 | – | 33,875 | – | 1.20% | – |
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% |