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 | $6,725 | +3.3% | 198,027 | +5.9% | 4.04% | -22.8% |
| Q1 2023 | $6,508 | -0.8% | 187,005 | -8.2% | 5.24% | +14.3% |
| Q4 2022 | $6,563 | -99.5% | 203,743 | +301.0% | 4.58% | +264.2% |
| Q3 2022 | $1,429,000 | -17.7% | 50,815 | -7.9% | 1.26% | +3.6% |
| Q2 2022 | $1,736,000 | -22.0% | 55,196 | -8.9% | 1.22% | -20.4% |
| Q1 2022 | $2,225,000 | -5.9% | 60,581 | -0.5% | 1.53% | -3.2% |
| Q4 2021 | $2,365,000 | -75.8% | 60,861 | -75.4% | 1.58% | -82.3% |
| Q2 2021 | $9,756,000 | +10.6% | 247,305 | +5.5% | 8.90% | +30.9% |
| Q1 2021 | $8,823,000 | +0.5% | 234,521 | -3.8% | 6.79% | -1.4% |
| Q4 2020 | $8,779,000 | – | 243,788 | – | 6.89% | – |
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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% |