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 | $1,520,321 | +33.0% | 44,768 | +39.6% | 0.00% | – |
| Q2 2023 | $1,143,224 | -86.3% | 32,068 | -86.6% | 0.00% | -100.0% |
| Q1 2023 | $8,356,246 | -41.0% | 240,122 | -45.4% | 0.00% | -33.3% |
| Q4 2022 | $14,167,858 | +89.2% | 439,859 | +65.2% | 0.00% | +50.0% |
| Q3 2022 | $7,490,000 | +2814.4% | 266,264 | +3164.2% | 0.00% | – |
| Q2 2022 | $257,000 | -96.7% | 8,157 | -96.0% | 0.00% | -100.0% |
| Q1 2021 | $7,701,000 | +1255.8% | 204,706 | +1198.9% | 0.00% | – |
| Q4 2020 | $568,000 | -98.8% | 15,760 | -99.0% | 0.00% | -100.0% |
| Q2 2020 | $45,517,000 | +239.0% | 1,529,996 | +256.8% | 0.02% | +128.6% |
| Q1 2019 | $13,425,000 | -51.2% | 428,769 | -48.5% | 0.01% | -50.0% |
| Q2 2018 | $27,526,000 | +140.1% | 832,870 | +143.1% | 0.01% | +55.6% |
| Q3 2017 | $11,466,000 | +1472.8% | 342,585 | +1173.6% | 0.01% | +800.0% |
| Q2 2016 | $729,000 | -64.4% | 26,899 | -64.4% | 0.00% | -66.7% |
| Q1 2016 | $2,050,000 | – | 75,635 | – | 0.00% | – |
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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% |