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 | $666,977 | +94506.7% | 19,640 | -0.7% | 0.32% | -5.3% |
| Q2 2023 | $705 | +3.1% | 19,784 | +0.7% | 0.34% | -18.1% |
| Q1 2023 | $684 | -2.4% | 19,641 | -9.8% | 0.42% | -17.3% |
| Q4 2022 | $701 | -99.9% | 21,774 | +0.1% | 0.50% | -11.5% |
| Q3 2022 | $612,000 | -7.4% | 21,754 | +3.4% | 0.57% | -28.1% |
| Q2 2022 | $661,000 | -10.2% | 21,038 | +5.0% | 0.79% | -28.3% |
| Q1 2022 | $736,000 | – | 20,037 | – | 1.10% | – |
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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% |