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 | $770 | -4.7% | 22,677 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $808 | +2.4% | 22,677 | +0.1% | 0.03% | -3.3% |
| Q1 2023 | $789 | +7.8% | 22,662 | -0.2% | 0.03% | 0.0% |
| Q4 2022 | $732 | -99.9% | 22,717 | -51.1% | 0.03% | -54.5% |
| Q2 2022 | $1,462,000 | -11.8% | 46,471 | +3.0% | 0.07% | -7.0% |
| Q1 2022 | $1,657,000 | +87.0% | 45,136 | +98.0% | 0.07% | +86.8% |
| Q4 2021 | $886,000 | -45.5% | 22,793 | -45.8% | 0.04% | -50.6% |
| Q3 2021 | $1,627,000 | -2.7% | 42,053 | -0.8% | 0.08% | -3.8% |
| Q2 2021 | $1,672,000 | – | 42,375 | – | 0.08% | – |
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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% |