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 | $18,158,589 | -2.0% | 534,705 | +2.9% | 3.60% | +0.4% |
| Q2 2023 | $18,521,394 | +5.0% | 519,534 | +2.5% | 3.58% | -2.5% |
| Q1 2023 | $17,636,552 | +8.5% | 506,797 | +0.4% | 3.67% | -1.4% |
| Q4 2022 | $16,258,432 | +16.5% | 504,763 | +1.7% | 3.73% | +12.5% |
| Q3 2022 | $13,959,000 | -13.2% | 496,228 | +1.1% | 3.32% | -1.8% |
| Q2 2022 | $16,080,000 | +1.1% | 490,704 | +13.3% | 3.38% | +2.3% |
| Q1 2022 | $15,906,000 | +1.8% | 433,179 | +5.6% | 3.30% | +1.1% |
| Q4 2021 | $15,620,000 | +32.1% | 410,306 | +34.3% | 3.27% | +22.0% |
| Q3 2021 | $11,826,000 | +0.3% | 305,572 | +2.2% | 2.68% | -0.8% |
| Q2 2021 | $11,795,000 | +4.0% | 298,986 | +2.4% | 2.70% | -1.2% |
| Q1 2021 | $11,342,000 | +15.1% | 292,095 | +12.1% | 2.73% | +9.4% |
| Q4 2020 | $9,858,000 | +35.3% | 260,651 | +12.4% | 2.50% | +0.2% |
| Q3 2020 | $7,285,000 | -3.1% | 231,997 | -0.7% | 2.49% | -5.2% |
| Q2 2020 | $7,520,000 | +27.1% | 233,625 | +2.0% | 2.63% | -4.3% |
| Q1 2020 | $5,918,000 | -21.5% | 229,035 | +2.1% | 2.75% | -6.6% |
| Q4 2019 | $7,543,000 | +6.4% | 224,289 | +0.8% | 2.94% | -3.1% |
| Q3 2019 | $7,086,000 | +9.5% | 222,407 | +6.8% | 3.04% | +6.4% |
| Q2 2019 | $6,472,000 | +6.0% | 208,309 | +6.8% | 2.86% | +2.7% |
| Q1 2019 | $6,104,000 | +6.3% | 194,958 | +3.1% | 2.78% | +7.8% |
| Q4 2018 | $5,744,000 | – | 189,123 | – | 2.58% | – |
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% |