Realta Investment Advisors - SCHWAB STRATEGIC TR ownership

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
Realta Investment Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$322,5610.0%9,0480.0%0.07%
+5.7%
Q2 2023$322,561
-3.4%
9,048
-5.7%
0.07%
-13.6%
Q1 2023$333,767
+2298.6%
9,591
+2120.1%
0.08%
+2600.0%
Q4 2022$13,915
+16.0%
432
+12.2%
0.00%0.0%
Q2 2019$12,0003850.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,467,429$77,897,00022.79%
Matrix Trust Co 1,941,519$60,964,00017.90%
SVB Investment Services Inc. 597,378$18,758,00015.90%
APPLETON GROUP, LLC 275,980$8,666,00013.57%
JBJ Investment Partners, LLC 1,550,230$48,677,00012.73%
Evergreen Advisors, LLC 855,063$26,849,00012.27%
Personal Capital Advisors Corp 49,196,217$1,544,761,00011.64%
Northwest Capital Management Inc 421,648$13,240,00010.96%
Adams Chetwood Wealth Management LLC 331,495$10,409,00010.02%
Callan Capital, LLC 1,371,168$43,055,0009.66%
View complete list of SCHWAB STRATEGIC TR shareholders