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 | $858,441 | -8.7% | 25,278 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $940,733 | +110056.1% | 26,388 | +7.5% | 0.01% | +11.1% |
| Q1 2023 | $854 | +7.6% | 24,558 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $794 | -99.9% | 24,675 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $694,000 | -10.9% | 24,675 | -0.1% | 0.01% | -11.1% |
| Q2 2022 | $779,000 | -14.3% | 24,708 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $909,000 | -60.0% | 24,708 | -58.0% | 0.01% | -18.2% |
| Q3 2021 | $2,274,000 | +103.6% | 58,814 | +107.6% | 0.01% | 0.0% |
| Q2 2021 | $1,117,000 | +5.7% | 28,334 | +0.8% | 0.01% | +10.0% |
| Q1 2021 | $1,057,000 | +9.3% | 28,100 | +4.7% | 0.01% | -9.1% |
| Q4 2020 | $967,000 | +21.2% | 26,850 | +5.7% | 0.01% | 0.0% |
| Q3 2020 | $798,000 | +18.9% | 25,394 | +12.7% | 0.01% | 0.0% |
| Q2 2020 | $671,000 | +13.7% | 22,532 | -1.3% | 0.01% | -8.3% |
| Q1 2020 | $590,000 | -30.4% | 22,832 | -9.5% | 0.01% | -7.7% |
| Q4 2019 | $848,000 | +5.1% | 25,221 | -0.2% | 0.01% | 0.0% |
| Q3 2019 | $807,000 | -4.2% | 25,269 | -3.6% | 0.01% | 0.0% |
| Q2 2019 | $842,000 | -5.3% | 26,203 | -7.7% | 0.01% | -7.1% |
| Q1 2019 | $889,000 | +48.4% | 28,385 | +34.4% | 0.01% | +40.0% |
| Q4 2018 | $599,000 | -18.6% | 21,124 | -3.8% | 0.01% | -9.1% |
| Q3 2018 | $736,000 | +2.5% | 21,965 | +1.1% | 0.01% | 0.0% |
| Q2 2018 | $718,000 | – | 21,733 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |