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 | $7,838,429 | -4.2% | 230,814 | +0.6% | 0.62% | +1.6% |
Q2 2023 | $8,182,871 | -1.4% | 229,534 | -3.7% | 0.61% | -5.4% |
Q1 2023 | $8,295,947 | +3.8% | 238,389 | -3.9% | 0.65% | -4.1% |
Q4 2022 | $7,988,798 | +8.0% | 248,022 | -5.7% | 0.68% | -1.6% |
Q3 2022 | $7,395,000 | -21.2% | 262,882 | -11.9% | 0.69% | -17.2% |
Q2 2022 | $9,388,000 | -32.8% | 298,512 | -21.5% | 0.83% | -24.0% |
Q1 2022 | $13,971,000 | -10.3% | 380,486 | -5.1% | 1.09% | -5.9% |
Q4 2021 | $15,580,000 | +63.4% | 400,821 | +62.7% | 1.16% | +48.8% |
Q3 2021 | $9,533,000 | -3.4% | 246,327 | -1.5% | 0.78% | -4.3% |
Q2 2021 | $9,867,000 | +2.9% | 250,119 | -1.9% | 0.82% | -0.5% |
Q1 2021 | $9,593,000 | – | 255,004 | – | 0.82% | – |
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% |