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 | $4,323,578 | -1.9% | 128,225 | +3.7% | 1.30% | -1.8% |
| Q2 2023 | $4,406,732 | +4.4% | 123,611 | +2.4% | 1.33% | -0.6% |
| Q1 2023 | $4,221,706 | +15.0% | 120,718 | +6.5% | 1.34% | +0.7% |
| Q4 2022 | $3,670,573 | -72.1% | 113,354 | -75.8% | 1.33% | -74.8% |
| Q3 2022 | $13,169,000 | -9.3% | 468,135 | +0.8% | 5.26% | -6.6% |
| Q2 2022 | $14,527,000 | -12.1% | 464,520 | +3.3% | 5.63% | +0.6% |
| Q1 2022 | $16,518,000 | -0.6% | 449,849 | +5.6% | 5.60% | -3.6% |
| Q4 2021 | $16,619,000 | +4.5% | 425,982 | +3.7% | 5.81% | +5.8% |
| Q3 2021 | $15,898,000 | -1.5% | 410,772 | +0.4% | 5.49% | -1.2% |
| Q2 2021 | $16,142,000 | +9.5% | 409,165 | +4.4% | 5.55% | -3.2% |
| Q1 2021 | $14,745,000 | +9.0% | 391,943 | +4.3% | 5.74% | -0.7% |
| Q4 2020 | $13,531,000 | +20.3% | 375,766 | +5.0% | 5.78% | -6.2% |
| Q3 2020 | $11,248,000 | +8.3% | 358,037 | +1.1% | 6.16% | +2.0% |
| Q2 2020 | $10,385,000 | +7.0% | 354,312 | -5.7% | 6.04% | +11.9% |
| Q1 2020 | $9,709,000 | -20.1% | 375,732 | +4.0% | 5.39% | -8.8% |
| Q4 2019 | $12,149,000 | +9.7% | 361,185 | +3.0% | 5.92% | +0.3% |
| Q3 2019 | $11,078,000 | +7.2% | 350,561 | +8.9% | 5.90% | +4.6% |
| Q2 2019 | $10,332,000 | +47.8% | 321,960 | +44.2% | 5.64% | +38.4% |
| Q1 2019 | $6,989,000 | +926.3% | 223,224 | +826.3% | 4.07% | +762.9% |
| Q4 2018 | $681,000 | – | 24,098 | – | 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% |