SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,943,704 | -4.4% | 2,177,376 | +0.3% | 0.28% | +196.9% |
| Q2 2023 | $77,382,777 | +2.7% | 2,170,625 | +0.2% | 0.10% | -93.6% |
| Q1 2023 | $75,382,035 | +8.5% | 2,166,149 | +0.4% | 1.51% | +71.4% |
| Q4 2022 | $69,492,309 | +109.4% | 2,157,476 | +82.8% | 0.88% | +109.5% |
| Q3 2022 | $33,194,000 | +24.0% | 1,179,992 | +38.3% | 0.42% | +27.7% |
| Q2 2022 | $26,776,000 | +34.4% | 853,011 | +57.2% | 0.33% | +58.9% |
| Q1 2022 | $19,925,000 | +49.1% | 542,609 | +58.1% | 0.21% | +60.5% |
| Q4 2021 | $13,360,000 | +571.7% | 343,284 | +567.9% | 0.13% | +377.8% |
| Q3 2021 | $1,989,000 | +126.8% | 51,401 | +131.1% | 0.03% | +125.0% |
| Q2 2021 | $877,000 | – | 22,245 | – | 0.01% | – |
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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% |