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 | $16,412,064 | -5.9% | 483,276 | -1.2% | 11.00% | +0.4% |
| Q2 2023 | $17,441,203 | +1.9% | 489,234 | -0.5% | 10.95% | -4.8% |
| Q1 2023 | $17,115,087 | +22.4% | 491,813 | +13.3% | 11.51% | +18.7% |
| Q4 2022 | $13,983,332 | +17.3% | 434,130 | +14.5% | 9.70% | -1.6% |
| Q2 2022 | $11,922,000 | -3.2% | 379,063 | +13.0% | 9.86% | +5.8% |
| Q1 2022 | $12,321,000 | -16.7% | 335,535 | -11.8% | 9.32% | -8.9% |
| Q4 2021 | $14,794,000 | +20.9% | 380,610 | -12.5% | 10.23% | +7.1% |
| Q3 2021 | $12,233,000 | – | 434,863 | – | 9.55% | – |
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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% |