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 | $259,707 | +2360872.7% | 1,134 | +3140.0% | 0.00% | – |
Q1 2023 | $11 | -99.9% | 35 | -88.0% | 0.00% | -100.0% |
Q4 2019 | $10,000 | +100.0% | 292 | +98.6% | 0.01% | +75.0% |
Q3 2019 | $5,000 | -50.0% | 147 | -52.3% | 0.00% | -50.0% |
Q2 2019 | $10,000 | +233.3% | 308 | +211.1% | 0.01% | +300.0% |
Q1 2019 | $3,000 | – | 99 | – | 0.00% | – |
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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% |