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 | $1,305,646 | +2.1% | 38,447 | +7.2% | 0.15% | +1.3% |
| Q2 2023 | $1,278,309 | +45.4% | 35,857 | +42.0% | 0.15% | +49.0% |
| Q1 2023 | $878,966 | +73.8% | 25,258 | +60.9% | 0.10% | +47.8% |
| Q4 2022 | $505,589 | +24.2% | 15,697 | +8.4% | 0.07% | +16.9% |
| Q3 2022 | $407,000 | +4.4% | 14,478 | +16.8% | 0.06% | 0.0% |
| Q2 2022 | $390,000 | +3.4% | 12,397 | +20.7% | 0.06% | +7.3% |
| Q1 2022 | $377,000 | – | 10,269 | – | 0.06% | – |
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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% |