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 2023 | $191,374 | -11.9% | 5,499 | -18.4% | 0.12% | -16.8% |
| Q4 2022 | $217,126 | +2.9% | 6,741 | -7.1% | 0.14% | +2.1% |
| Q3 2022 | $211,000 | -21.3% | 7,257 | -11.8% | 0.14% | -15.2% |
| Q2 2022 | $268,000 | -43.3% | 8,228 | -36.1% | 0.16% | -38.7% |
| Q1 2022 | $473,000 | -93.1% | 12,874 | -92.7% | 0.27% | -93.0% |
| Q4 2021 | $6,873,000 | +7.7% | 176,816 | +7.3% | 3.86% | +2.9% |
| Q3 2021 | $6,380,000 | +1.1% | 164,845 | +3.1% | 3.75% | -0.2% |
| Q2 2021 | $6,311,000 | +11.0% | 159,966 | +10.4% | 3.76% | +5.4% |
| Q1 2021 | $5,685,000 | +61.8% | 144,882 | +48.5% | 3.57% | +70.1% |
| Q4 2020 | $3,513,000 | +35.6% | 97,544 | +18.2% | 2.10% | +16.7% |
| Q3 2020 | $2,591,000 | +16.6% | 82,504 | +10.4% | 1.80% | -3.3% |
| Q2 2020 | $2,223,000 | +419.4% | 74,731 | +350.8% | 1.86% | +331.3% |
| Q1 2020 | $428,000 | +125.3% | 16,578 | +192.5% | 0.43% | +159.6% |
| Q4 2019 | $190,000 | -95.3% | 5,667 | -95.5% | 0.17% | -96.6% |
| Q3 2019 | $4,020,000 | +4.0% | 126,183 | +4.7% | 4.94% | -0.9% |
| Q2 2019 | $3,866,000 | +0.4% | 120,483 | -2.0% | 4.99% | +40.9% |
| Q1 2019 | $3,849,000 | -75.7% | 122,922 | -74.3% | 3.54% | -67.6% |
| Q2 2018 | $15,834,000 | -1.9% | 479,092 | +0.0% | 10.93% | +0.3% |
| Q1 2018 | $16,146,000 | -0.3% | 478,971 | +0.7% | 10.90% | +10.4% |
| Q4 2017 | $16,202,000 | – | 475,552 | – | 9.87% | – |
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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% |