SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348,742 | -51.7% | 69,162 | -50.5% | 0.02% | -74.2% |
| Q1 2023 | $4,859,507 | -38.6% | 139,641 | -43.2% | 0.10% | -59.2% |
| Q4 2022 | $7,919,569 | +116.2% | 245,873 | +88.8% | 0.24% | +114.4% |
| Q3 2022 | $3,663,000 | +48.3% | 130,227 | +65.8% | 0.11% | +26.1% |
| Q2 2022 | $2,470,000 | +96.7% | 78,540 | +129.6% | 0.09% | +100.0% |
| Q1 2022 | $1,256,000 | -54.6% | 34,204 | -51.9% | 0.04% | -63.3% |
| Q4 2021 | $2,764,000 | +179.5% | 71,101 | +178.2% | 0.12% | +313.8% |
| Q3 2021 | $989,000 | +0.4% | 25,553 | -2.4% | 0.03% | -47.3% |
| Q1 2021 | $985,000 | +39.3% | 26,180 | +33.4% | 0.06% | +223.5% |
| Q4 2020 | $707,000 | -37.7% | 19,620 | -45.7% | 0.02% | -26.1% |
| Q3 2020 | $1,135,000 | +371.0% | 36,137 | +402.3% | 0.02% | +1050.0% |
| Q3 2018 | $241,000 | -44.3% | 7,194 | -50.4% | 0.00% | -97.6% |
| Q1 2017 | $433,000 | -77.0% | 14,502 | -78.6% | 0.08% | -86.5% |
| Q4 2016 | $1,879,000 | +311.2% | 67,894 | +327.5% | 0.63% | +302.6% |
| Q3 2016 | $457,000 | -55.4% | 15,881 | -58.0% | 0.16% | -72.0% |
| Q2 2016 | $1,025,000 | +283.9% | 37,824 | +290.2% | 0.56% | +74.4% |
| Q4 2015 | $267,000 | +12.7% | 9,693 | +24.7% | 0.32% | -19.0% |
| Q2 2015 | $237,000 | – | 7,773 | – | 0.40% | – |
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% |