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 | $299,154 | -12.2% | 8,809 | -7.8% | 0.20% | +1.0% |
| Q2 2023 | $340,778 | -1.7% | 9,559 | -4.0% | 0.19% | -8.5% |
| Q1 2023 | $346,573 | +8.0% | 9,959 | 0.0% | 0.21% | -7.0% |
| Q4 2022 | $320,779 | +58.0% | 9,959 | +37.8% | 0.23% | +34.9% |
| Q3 2022 | $203,000 | -8.1% | 7,227 | +2.9% | 0.17% | -2.9% |
| Q2 2022 | $221,000 | -14.3% | 7,021 | 0.0% | 0.17% | +3.0% |
| Q1 2022 | $258,000 | +18.3% | 7,021 | +25.5% | 0.17% | +22.5% |
| Q4 2021 | $218,000 | +1.4% | 5,596 | +0.8% | 0.14% | -5.5% |
| Q3 2021 | $215,000 | +3.4% | 5,551 | +5.1% | 0.15% | +9.8% |
| Q2 2021 | $208,000 | -1.0% | 5,281 | -5.5% | 0.13% | +3.1% |
| Q1 2021 | $210,000 | -21.6% | 5,588 | -33.0% | 0.13% | -38.6% |
| Q2 2019 | $268,000 | +3.9% | 8,344 | +1.2% | 0.21% | -0.9% |
| Q1 2019 | $258,000 | -6.9% | 8,249 | 0.0% | 0.21% | -4.1% |
| Q4 2018 | $277,000 | 0.0% | 8,249 | 0.0% | 0.22% | +0.5% |
| Q3 2018 | $277,000 | +1.5% | 8,249 | 0.0% | 0.22% | -9.5% |
| Q2 2018 | $273,000 | – | 8,249 | – | 0.24% | – |
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% |