SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,440 | -20.7% | 6,436 | -22.6% | 0.00% | 0.0% |
| Q1 2023 | $289,280 | -95.4% | 8,313 | -90.9% | 0.00% | -92.3% |
| Q4 2022 | $6,283,501 | +1894.8% | 91,766 | +719.2% | 0.01% | +1200.0% |
| Q3 2022 | $315,000 | +270.6% | 11,202 | -11.8% | 0.00% | – |
| Q2 2022 | $85,000 | -81.1% | 12,700 | +1.5% | 0.00% | -100.0% |
| Q4 2020 | $450,000 | +7.9% | 12,518 | -5.7% | 0.00% | 0.0% |
| Q3 2020 | $417,000 | +30.3% | 13,281 | +23.6% | 0.00% | 0.0% |
| Q2 2020 | $320,000 | – | 10,741 | – | 0.00% | – |
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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% |