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 | $11,005,695 | -4.3% | 324,078 | +0.5% | 4.48% | +1.8% |
Q2 2023 | $11,494,422 | +2.4% | 322,424 | -0.1% | 4.41% | -3.5% |
Q1 2023 | $11,227,229 | +8.8% | 322,622 | +0.7% | 4.56% | +2.9% |
Q4 2022 | $10,321,657 | +19.5% | 320,449 | +4.3% | 4.44% | +8.6% |
Q3 2022 | $8,640,000 | -15.0% | 307,162 | -4.9% | 4.08% | -11.5% |
Q2 2022 | $10,159,000 | -12.7% | 323,007 | +1.9% | 4.62% | -0.5% |
Q1 2022 | $11,636,000 | -7.3% | 316,890 | -1.9% | 4.64% | -4.6% |
Q4 2021 | $12,554,000 | -0.6% | 322,968 | -1.1% | 4.86% | -8.5% |
Q3 2021 | $12,636,000 | -0.6% | 326,515 | +1.3% | 5.32% | -1.7% |
Q2 2021 | $12,718,000 | +7.7% | 322,385 | +2.7% | 5.41% | +1.0% |
Q1 2021 | $11,804,000 | +4.2% | 313,761 | -0.3% | 5.36% | -3.4% |
Q4 2020 | $11,329,000 | +17.2% | 314,617 | +2.2% | 5.55% | -2.9% |
Q3 2020 | $9,670,000 | +7.3% | 307,957 | +1.7% | 5.72% | -4.4% |
Q2 2020 | $9,011,000 | +4.9% | 302,890 | -8.9% | 5.98% | -13.9% |
Q1 2020 | $8,590,000 | -12.8% | 332,436 | +13.5% | 6.95% | +4.4% |
Q4 2019 | $9,853,000 | +10.4% | 292,983 | +4.5% | 6.66% | -2.1% |
Q3 2019 | $8,928,000 | -1.9% | 280,240 | -1.2% | 6.80% | -2.1% |
Q2 2019 | $9,104,000 | +2.2% | 283,691 | -0.2% | 6.95% | -4.6% |
Q1 2019 | $8,904,000 | +13.4% | 284,386 | +2.7% | 7.28% | -2.1% |
Q4 2018 | $7,851,000 | – | 276,936 | – | 7.44% | – |
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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% |