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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,284,000 | -14.4% | 186,367 | +1.3% | 2.45% | -4.0% |
| Q3 2018 | $6,171,000 | +6.6% | 184,055 | +5.1% | 2.55% | +3.9% |
| Q2 2018 | $5,789,000 | -1.0% | 175,157 | +1.0% | 2.46% | +1.2% |
| Q1 2018 | $5,846,000 | -0.9% | 173,419 | +0.2% | 2.43% | -1.2% |
| Q4 2017 | $5,897,000 | +9.5% | 173,075 | +7.6% | 2.46% | +5.1% |
| Q3 2017 | $5,385,000 | +4.2% | 160,903 | -1.1% | 2.34% | +0.4% |
| Q2 2017 | $5,170,000 | +10.2% | 162,694 | +3.6% | 2.33% | +5.2% |
| Q1 2017 | $4,693,000 | – | 157,110 | – | 2.21% | – |
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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% |