SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 899 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,794,500 | -9.7% | 46,707 | -8.3% | 0.06% | -12.9% |
| Q1 2024 | $1,988,330 | +11.2% | 50,957 | +5.3% | 0.07% | -5.4% |
| Q4 2023 | $1,788,665 | +0.5% | 48,395 | -7.7% | 0.07% | -16.9% |
| Q3 2023 | $1,780,363 | -10.1% | 52,425 | -5.7% | 0.09% | -9.2% |
| Q2 2023 | $1,981,051 | +15.0% | 55,569 | +12.3% | 0.10% | +4.3% |
| Q1 2023 | $1,722,021 | +18.2% | 49,483 | +9.4% | 0.09% | +5.6% |
| Q4 2022 | $1,457,224 | -24.7% | 45,241 | -26.5% | 0.09% | -32.1% |
| Q3 2022 | $1,936,000 | 0.0% | 61,569 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $1,936,000 | -18.8% | 61,569 | +0.4% | 0.13% | -7.7% |
| Q4 2021 | $2,384,000 | -82.3% | 61,321 | -82.4% | 0.14% | -67.0% |
| Q3 2021 | $13,470,000 | +3.1% | 348,062 | +5.1% | 0.43% | +3.1% |
| Q2 2021 | $13,060,000 | +13.5% | 331,060 | +8.2% | 0.42% | +0.7% |
| Q1 2021 | $11,510,000 | – | 305,947 | – | 0.41% | – |
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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% |