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 | $545,635 | -4.7% | 16,067 | +0.0% | 0.95% | -1.5% |
| Q2 2023 | $572,646 | +8.4% | 16,063 | +5.8% | 0.96% | +3.8% |
| Q1 2023 | $528,473 | +112821.6% | 15,186 | +4.5% | 0.92% | +2.1% |
| Q4 2022 | $468 | -99.9% | 14,531 | +0.3% | 0.91% | +5.6% |
| Q3 2022 | $407,000 | -10.2% | 14,485 | +0.6% | 0.86% | -14.3% |
| Q2 2022 | $453,000 | -15.3% | 14,393 | -1.2% | 1.00% | -4.5% |
| Q1 2022 | $535,000 | -3.6% | 14,564 | +1.9% | 1.05% | +23.1% |
| Q4 2021 | $555,000 | +0.4% | 14,288 | +0.1% | 0.85% | -5.0% |
| Q3 2021 | $553,000 | -0.5% | 14,278 | +1.3% | 0.90% | -3.4% |
| Q2 2021 | $556,000 | +2.6% | 14,090 | -2.3% | 0.93% | -5.3% |
| Q1 2021 | $542,000 | +4.2% | 14,419 | -0.1% | 0.98% | +4.3% |
| Q4 2020 | $520,000 | +14.5% | 14,435 | -0.1% | 0.94% | +2.2% |
| Q3 2020 | $454,000 | +9.7% | 14,452 | +3.8% | 0.92% | +3.7% |
| Q2 2020 | $414,000 | -11.7% | 13,919 | -23.4% | 0.89% | -22.3% |
| Q1 2020 | $469,000 | -23.1% | 18,164 | +0.1% | 1.14% | -9.4% |
| Q4 2019 | $610,000 | +13.6% | 18,152 | +7.7% | 1.26% | +9.5% |
| Q3 2019 | $537,000 | -0.6% | 16,848 | +0.1% | 1.15% | +30.2% |
| Q2 2019 | $540,000 | -11.2% | 16,836 | -13.3% | 0.88% | -6.9% |
| Q1 2019 | $608,000 | -4.4% | 19,420 | -91.3% | 0.95% | -7.5% |
| Q4 2018 | $636,000 | -5.9% | 222,417 | +1002.8% | 1.03% | +5.0% |
| Q3 2018 | $676,000 | +4.6% | 20,169 | +5.3% | 0.98% | +131.2% |
| Q2 2018 | $646,000 | 0.0% | 19,152 | 0.0% | 0.42% | 0.0% |
| Q1 2018 | $646,000 | -1.4% | 19,152 | -0.4% | 0.42% | -2.5% |
| Q4 2017 | $655,000 | +1.9% | 19,220 | 0.0% | 0.43% | -0.5% |
| Q3 2017 | $643,000 | +5.2% | 19,220 | 0.0% | 0.44% | -6.4% |
| Q2 2017 | $611,000 | – | 19,220 | – | 0.47% | – |
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% |