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 | $2,475,276 | +7.1% | 72,888 | +12.4% | 0.56% | +12.0% |
| Q2 2023 | $2,311,083 | +6.4% | 64,827 | +3.8% | 0.50% | +2.0% |
| Q1 2023 | $2,172,947 | +68.5% | 62,441 | +56.0% | 0.49% | +70.5% |
| Q4 2022 | $1,289,431 | +62.6% | 40,032 | +42.0% | 0.29% | +42.6% |
| Q3 2022 | $793,000 | +19.2% | 28,184 | +33.3% | 0.20% | +22.4% |
| Q2 2022 | $665,000 | +3.1% | 21,150 | +20.4% | 0.16% | +18.7% |
| Q1 2022 | $645,000 | +10.1% | 17,570 | +16.5% | 0.14% | +13.0% |
| Q4 2021 | $586,000 | +0.5% | 15,083 | +0.2% | 0.12% | -10.2% |
| Q3 2021 | $583,000 | +3.7% | 15,056 | +5.7% | 0.14% | +3.0% |
| Q2 2021 | $562,000 | +7.3% | 14,247 | +2.3% | 0.13% | +4.7% |
| Q1 2021 | $524,000 | +17.2% | 13,932 | +12.2% | 0.13% | +3.3% |
| Q4 2020 | $447,000 | +9.8% | 12,420 | -4.1% | 0.12% | -8.9% |
| Q3 2020 | $407,000 | +41.3% | 12,950 | +16.1% | 0.14% | +27.4% |
| Q1 2020 | $288,000 | – | 11,158 | – | 0.11% | – |
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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% |