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 | $404,318 | -21.5% | 11,906 | -17.6% | 0.03% | -21.6% |
| Q2 2023 | $515,346 | +1.7% | 14,456 | -0.7% | 0.04% | +2.8% |
| Q1 2023 | $506,614 | -54.4% | 14,558 | -57.8% | 0.04% | -56.6% |
| Q4 2022 | $1,110,248 | +2.4% | 34,469 | -7.1% | 0.08% | -6.7% |
| Q3 2022 | $1,084,000 | -6.1% | 37,120 | +1.2% | 0.09% | -5.3% |
| Q2 2022 | $1,154,000 | -26.9% | 36,688 | -14.6% | 0.09% | -9.6% |
| Q1 2022 | $1,578,000 | -6.8% | 42,972 | -1.4% | 0.10% | -2.8% |
| Q4 2021 | $1,693,000 | -11.7% | 43,562 | -12.0% | 0.11% | -17.1% |
| Q3 2021 | $1,917,000 | -3.3% | 49,529 | +2.3% | 0.13% | -2.3% |
| Q2 2021 | $1,982,000 | +6.3% | 48,402 | -2.4% | 0.13% | 0.0% |
| Q1 2021 | $1,865,000 | -1.7% | 49,587 | -3.0% | 0.13% | +1.5% |
| Q4 2020 | $1,898,000 | -13.6% | 51,101 | -26.9% | 0.13% | -30.5% |
| Q3 2020 | $2,196,000 | -1.2% | 69,939 | -6.4% | 0.19% | -11.4% |
| Q2 2020 | $2,223,000 | +8.7% | 74,706 | -5.6% | 0.21% | -27.7% |
| Q1 2020 | $2,045,000 | -21.0% | 79,147 | +2.8% | 0.29% | +5.8% |
| Q4 2019 | $2,588,000 | +1.2% | 76,967 | -4.2% | 0.28% | -5.5% |
| Q3 2019 | $2,558,000 | -4.3% | 80,304 | -3.5% | 0.29% | -5.8% |
| Q2 2019 | $2,672,000 | +1.8% | 83,255 | -0.7% | 0.31% | -5.2% |
| Q1 2019 | $2,626,000 | +17.1% | 83,879 | +6.1% | 0.33% | +6.9% |
| Q4 2018 | $2,242,000 | +1.7% | 79,079 | +20.3% | 0.31% | +24.4% |
| Q3 2018 | $2,204,000 | +17.0% | 65,733 | +14.2% | 0.25% | +7.9% |
| Q2 2018 | $1,883,000 | +30.7% | 57,540 | +34.6% | 0.23% | +21.9% |
| Q1 2018 | $1,441,000 | +552.0% | 42,758 | +558.6% | 0.19% | +523.3% |
| Q4 2017 | $221,000 | – | 6,492 | – | 0.03% | – |
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% |