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 | $130,081 | +54.1% | 3,830 | +61.8% | 0.02% | +50.0% |
| Q2 2023 | $84,398 | +3.2% | 2,367 | +0.8% | 0.01% | -36.4% |
| Q1 2023 | $81,746 | -14.4% | 2,349 | -20.7% | 0.02% | -40.5% |
| Q4 2022 | $95,472 | +15.0% | 2,964 | +0.1% | 0.04% | -2.6% |
| Q3 2022 | $83,000 | +18.6% | 2,962 | +32.4% | 0.04% | +18.8% |
| Q2 2022 | $70,000 | +32.1% | 2,237 | +54.8% | 0.03% | +52.4% |
| Q1 2022 | $53,000 | -5.4% | 1,445 | 0.0% | 0.02% | -12.5% |
| Q4 2021 | $56,000 | 0.0% | 1,445 | +0.2% | 0.02% | -14.3% |
| Q3 2021 | $56,000 | -1.8% | 1,442 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $57,000 | +5.6% | 1,442 | +0.1% | 0.03% | -16.7% |
| Q1 2021 | $54,000 | +3.8% | 1,441 | 0.0% | 0.04% | -7.7% |
| Q4 2020 | $52,000 | +15.6% | 1,441 | +0.1% | 0.04% | -4.9% |
| Q3 2020 | $45,000 | +2.3% | 1,439 | -3.4% | 0.04% | -6.8% |
| Q2 2020 | $44,000 | -82.3% | 1,490 | -84.5% | 0.04% | -77.6% |
| Q1 2020 | $249,000 | -46.9% | 9,619 | -31.1% | 0.20% | -31.0% |
| Q4 2019 | $469,000 | – | 13,956 | – | 0.28% | – |
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% |