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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,771 | +2.6% | 5,884 | +0.1% | 0.06% | -7.4% |
| Q1 2023 | $204,485 | -51.6% | 5,876 | -55.2% | 0.07% | -55.0% |
| Q4 2022 | $422,853 | +6.5% | 13,128 | -6.9% | 0.15% | -1.3% |
| Q3 2022 | $397,000 | -12.4% | 14,098 | -2.0% | 0.15% | -9.5% |
| Q2 2022 | $453,000 | -30.1% | 14,392 | -18.4% | 0.17% | -19.9% |
| Q1 2022 | $648,000 | -1.8% | 17,647 | +4.0% | 0.21% | -1.9% |
| Q4 2021 | $660,000 | +2.3% | 16,974 | +1.9% | 0.22% | +13.2% |
| Q3 2021 | $645,000 | 0.0% | 16,656 | +1.8% | 0.19% | -0.5% |
| Q2 2021 | $645,000 | +5.2% | 16,362 | +0.4% | 0.19% | -9.0% |
| Q1 2021 | $613,000 | +5.1% | 16,302 | +0.7% | 0.21% | +0.5% |
| Q4 2020 | $583,000 | – | 16,192 | – | 0.21% | – |
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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% |