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 | $2,101,661 | -23.3% | 61,887 | -19.4% | 0.03% | -21.6% |
| Q2 2023 | $2,738,746 | -0.5% | 76,823 | -2.9% | 0.04% | -9.8% |
| Q1 2023 | $2,753,294 | +252.3% | 79,117 | +226.1% | 0.04% | +215.4% |
| Q4 2022 | $781,454 | +0.6% | 24,261 | -12.1% | 0.01% | 0.0% |
| Q3 2022 | $776,603 | -9.0% | 27,615 | +1.8% | 0.01% | -18.8% |
| Q2 2022 | $853,000 | +6.0% | 27,130 | +23.8% | 0.02% | +23.1% |
| Q1 2022 | $805,000 | – | 21,908 | – | 0.01% | – |
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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% |