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 | $656,446 | -11.2% | 19,330 | -6.8% | 0.01% | -16.7% |
Q2 2023 | $739,559 | +2.4% | 20,745 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $721,926 | +6.4% | 20,745 | -1.5% | 0.01% | 0.0% |
Q4 2022 | $678,213 | +15.9% | 21,056 | +1.3% | 0.01% | +20.0% |
Q3 2022 | $585,000 | +154.3% | 20,781 | +184.2% | 0.01% | +150.0% |
Q2 2022 | $230,000 | +11.7% | 7,311 | +38.0% | 0.00% | +100.0% |
Q4 2021 | $206,000 | – | 5,299 | – | 0.00% | – |
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% |