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 | $5,923,853 | -5.9% | 174,436 | -1.3% | 1.01% | -3.0% |
| Q2 2023 | $6,298,603 | +2.6% | 176,679 | +0.1% | 1.04% | -4.4% |
| Q1 2023 | $6,139,772 | +8.0% | 176,430 | -0.1% | 1.09% | +1.0% |
| Q4 2022 | $5,686,489 | +14.6% | 176,544 | +0.0% | 1.08% | +3.6% |
| Q3 2022 | $4,964,000 | -13.1% | 176,456 | -2.8% | 1.04% | -6.9% |
| Q2 2022 | $5,711,000 | -16.7% | 181,596 | -2.8% | 1.12% | -4.2% |
| Q1 2022 | $6,857,000 | -2.2% | 186,749 | +3.5% | 1.16% | -5.3% |
| Q4 2021 | $7,014,000 | +0.8% | 180,440 | +0.4% | 1.23% | -8.9% |
| Q3 2021 | $6,956,000 | -2.9% | 179,733 | -1.0% | 1.35% | -3.8% |
| Q2 2021 | $7,163,000 | +4.7% | 181,573 | -0.2% | 1.40% | -5.3% |
| Q1 2021 | $6,843,000 | +3.9% | 181,893 | -0.6% | 1.48% | -3.3% |
| Q4 2020 | $6,589,000 | +15.9% | 182,985 | +1.1% | 1.53% | -0.6% |
| Q3 2020 | $5,686,000 | +4.6% | 181,072 | -0.9% | 1.54% | +1.2% |
| Q2 2020 | $5,437,000 | +17.3% | 182,771 | +1.9% | 1.52% | -5.2% |
| Q1 2020 | $4,636,000 | +7.4% | 179,392 | +39.7% | 1.61% | +33.4% |
| Q4 2019 | $4,318,000 | +4.0% | 128,403 | -1.5% | 1.21% | -4.6% |
| Q3 2019 | $4,152,000 | -0.1% | 130,310 | +0.6% | 1.26% | +1.0% |
| Q2 2019 | $4,155,000 | +2.3% | 129,477 | -0.1% | 1.25% | -1.1% |
| Q1 2019 | $4,060,000 | +9.5% | 129,664 | -0.8% | 1.27% | -5.0% |
| Q4 2018 | $3,707,000 | -15.5% | 130,749 | -0.1% | 1.33% | -1.6% |
| Q3 2018 | $4,388,000 | +1.5% | 130,882 | +0.1% | 1.35% | -3.2% |
| Q2 2018 | $4,323,000 | -8.3% | 130,787 | -6.4% | 1.40% | -10.4% |
| Q1 2018 | $4,712,000 | -4.0% | 139,774 | -3.0% | 1.56% | -3.0% |
| Q4 2017 | $4,910,000 | +0.7% | 144,117 | -1.0% | 1.61% | -5.0% |
| Q3 2017 | $4,874,000 | +4.8% | 145,624 | -0.5% | 1.70% | -2.1% |
| Q2 2017 | $4,649,000 | +6.1% | 146,298 | -0.2% | 1.73% | -0.6% |
| Q1 2017 | $4,380,000 | +8.0% | 146,623 | +0.0% | 1.74% | -3.6% |
| Q4 2016 | $4,057,000 | -3.7% | 146,580 | +0.2% | 1.81% | -7.4% |
| Q3 2016 | $4,212,000 | +6.4% | 146,331 | +0.2% | 1.95% | +1.7% |
| Q2 2016 | $3,960,000 | -0.9% | 146,091 | -0.9% | 1.92% | -3.8% |
| Q1 2016 | $3,996,000 | -5.1% | 147,386 | -3.6% | 1.99% | -4.2% |
| Q4 2015 | $4,212,000 | +2.7% | 152,832 | +2.0% | 2.08% | -5.4% |
| Q3 2015 | $4,100,000 | +11.5% | 149,789 | +24.2% | 2.20% | +11.4% |
| Q2 2015 | $3,676,000 | -5.9% | 120,635 | -6.6% | 1.98% | -12.1% |
| Q1 2015 | $3,905,000 | +0.8% | 129,181 | -3.6% | 2.25% | -1.2% |
| Q4 2014 | $3,874,000 | – | 134,015 | – | 2.28% | – |
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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% |