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 | $107,559 | -4.8% | 3,167 | -0.1% | 0.02% | -5.0% |
| Q2 2023 | $113,019 | +25.2% | 3,170 | +22.2% | 0.02% | +11.1% |
| Q1 2023 | $90,276 | -3.6% | 2,594 | -10.7% | 0.02% | -5.3% |
| Q4 2022 | $93,601 | +18.5% | 2,906 | +3.1% | 0.02% | +11.8% |
| Q3 2022 | $79,000 | +3.9% | 2,819 | +17.1% | 0.02% | +21.4% |
| Q2 2022 | $76,000 | -6.2% | 2,408 | +8.6% | 0.01% | +7.7% |
| Q1 2022 | $81,000 | +376.5% | 2,218 | +397.3% | 0.01% | +333.3% |
| Q4 2021 | $17,000 | 0.0% | 446 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 436 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +800.0% | 468 | +680.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 60 | +93.5% | 0.00% | – |
| Q3 2020 | $1,000 | -97.1% | 31 | -97.5% | 0.00% | -100.0% |
| Q4 2015 | $34,000 | – | 1,226 | – | 0.02% | – |
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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% |