SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $927,026 | +25.2% | 24,129 | +27.2% | 0.26% | +7.1% |
| Q1 2024 | $740,155 | +3.8% | 18,969 | -1.7% | 0.24% | -10.7% |
| Q4 2023 | $712,899 | +6.9% | 19,288 | -1.8% | 0.27% | -16.1% |
| 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. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |