SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $798 | +81.0% | 23,507 | +90.0% | 0.01% | +100.0% |
| Q2 2023 | $441 | -77.3% | 12,371 | -77.9% | 0.00% | -83.3% |
| Q1 2023 | $1,946 | -39.3% | 55,937 | -43.8% | 0.02% | -46.7% |
| Q4 2022 | $3,206 | -99.8% | 99,541 | +166.5% | 0.04% | +462.5% |
| Q4 2021 | $1,451,000 | +113.7% | 37,351 | +112.8% | 0.01% | +100.0% |
| Q3 2021 | $679,000 | +26.7% | 17,552 | +17.9% | 0.00% | -63.6% |
| Q4 2020 | $536,000 | -31.2% | 14,891 | -38.7% | 0.01% | -77.6% |
| Q2 2019 | $779,000 | +105.5% | 24,299 | +114.4% | 0.05% | -89.6% |
| Q3 2017 | $379,000 | +16.3% | 11,334 | -3.8% | 0.47% | +13.0% |
| Q4 2016 | $326,000 | – | 11,786 | – | 0.42% | – |
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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% |