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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $6,508,000 | +4.3% | 173,007 | -0.2% | 1.97% | -6.9% |
| Q4 2020 | $6,242,000 | +13.0% | 173,367 | -1.4% | 2.12% | +0.7% |
| Q3 2020 | $5,523,000 | +6.9% | 175,900 | +0.6% | 2.10% | -3.5% |
| Q2 2020 | $5,166,000 | +15.8% | 174,870 | +1.2% | 2.18% | -19.9% |
| Q1 2020 | $4,462,000 | -71.4% | 172,715 | -62.8% | 2.72% | -63.0% |
| Q4 2019 | $15,623,000 | – | 464,597 | – | 7.35% | – |
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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% |