SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,789 | -4.6% | 21,578 | +0.2% | 0.77% | +2.0% |
| Q2 2023 | $767,936 | +1.1% | 21,541 | -1.3% | 0.76% | -3.6% |
| Q1 2023 | $759,406 | +8.8% | 21,822 | +0.7% | 0.79% | +4.4% |
| Q4 2022 | $698,147 | +19.1% | 21,675 | +4.3% | 0.75% | -67.3% |
| Q3 2022 | $586,000 | -10.7% | 20,780 | -0.4% | 2.30% | +212.8% |
| Q2 2022 | $656,000 | -9.9% | 20,858 | +5.1% | 0.74% | +11.2% |
| Q1 2022 | $728,000 | -5.2% | 19,844 | +0.7% | 0.66% | +2.0% |
| Q4 2021 | $768,000 | – | 19,704 | – | 0.65% | – |
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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% |