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 | $5,167,745 | +5.2% | 152,171 | +10.4% | 0.17% | +8.9% |
| Q2 2023 | $4,912,655 | -2.8% | 137,802 | -5.1% | 0.16% | -7.1% |
| Q1 2023 | $5,053,769 | +12.4% | 145,223 | +4.1% | 0.17% | -12.8% |
| Q4 2022 | $4,494,728 | -25.4% | 139,544 | -34.9% | 0.20% | -29.6% |
| Q3 2022 | $6,026,000 | -35.4% | 214,210 | -27.8% | 0.28% | -35.3% |
| Q2 2022 | $9,331,000 | -27.6% | 296,695 | -14.1% | 0.43% | -16.2% |
| Q1 2022 | $12,888,000 | +8.2% | 345,531 | +12.7% | 0.51% | +15.6% |
| Q4 2021 | $11,915,000 | +4.7% | 306,531 | +4.3% | 0.44% | -3.7% |
| Q3 2021 | $11,379,000 | +3.2% | 294,025 | +5.2% | 0.46% | -1.7% |
| Q2 2021 | $11,027,000 | +26.8% | 279,519 | +20.9% | 0.47% | +13.9% |
| Q1 2021 | $8,699,000 | +48.4% | 231,235 | +42.1% | 0.41% | +28.9% |
| Q4 2020 | $5,861,000 | +28.4% | 162,770 | +12.0% | 0.32% | +12.8% |
| Q3 2020 | $4,564,000 | +15.3% | 145,354 | +9.3% | 0.28% | +9.3% |
| Q2 2020 | $3,958,000 | -5.3% | 133,043 | -17.8% | 0.26% | -23.9% |
| Q1 2020 | $4,181,000 | +23.7% | 161,814 | +61.0% | 0.34% | +33.5% |
| Q4 2019 | $3,380,000 | +0.6% | 100,510 | -4.7% | 0.25% | -11.8% |
| Q3 2019 | $3,360,000 | +5.8% | 105,466 | +6.5% | 0.29% | -7.1% |
| Q2 2019 | $3,177,000 | +0.8% | 99,016 | -1.7% | 0.31% | -12.4% |
| Q1 2019 | $3,153,000 | -14.6% | 100,715 | -22.6% | 0.35% | -31.3% |
| Q4 2018 | $3,690,000 | -31.9% | 130,177 | -19.4% | 0.52% | -23.5% |
| Q3 2018 | $5,416,000 | +0.6% | 161,514 | -0.8% | 0.67% | -12.6% |
| Q2 2018 | $5,382,000 | -0.4% | 162,871 | +1.6% | 0.77% | -8.8% |
| Q1 2018 | $5,404,000 | +16.8% | 160,305 | +18.0% | 0.84% | +11.5% |
| Q4 2017 | $4,628,000 | +15.3% | 135,844 | +14.6% | 0.76% | +9.7% |
| Q3 2017 | $4,013,000 | +45.0% | 118,516 | +40.1% | 0.69% | +32.2% |
| Q2 2017 | $2,767,000 | -0.7% | 84,624 | -6.6% | 0.52% | +88.4% |
| Q1 2017 | $2,786,000 | +1214.2% | 90,644 | +1082.3% | 0.28% | +454.0% |
| Q4 2016 | $212,000 | – | 7,667 | – | 0.05% | – |
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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% |