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 | $1,087 | -15.0% | 32,016 | -10.8% | 0.23% | -18.1% |
| Q2 2023 | $1,279 | +40.2% | 35,885 | +36.9% | 0.28% | +22.0% |
| Q1 2023 | $912 | +8.4% | 26,214 | +0.4% | 0.23% | +2.7% |
| Q4 2022 | $841 | -99.9% | 26,118 | +1.1% | 0.22% | +8.9% |
| Q3 2022 | $727,000 | -9.5% | 25,836 | +1.2% | 0.20% | -1.9% |
| Q2 2022 | $803,000 | -14.0% | 25,535 | +0.4% | 0.21% | -36.9% |
| Q1 2022 | $934,000 | +10.4% | 25,442 | +16.8% | 0.33% | +67.3% |
| Q4 2021 | $846,000 | +7.4% | 21,775 | +7.0% | 0.20% | -3.9% |
| Q3 2021 | $788,000 | +4.4% | 20,357 | +6.3% | 0.20% | +2.5% |
| Q2 2021 | $755,000 | +4.4% | 19,142 | -0.3% | 0.20% | +3.6% |
| Q1 2021 | $723,000 | +2.1% | 19,209 | -2.2% | 0.19% | -10.7% |
| Q4 2020 | $708,000 | +24.4% | 19,650 | +8.4% | 0.22% | -7.7% |
| Q3 2020 | $569,000 | – | 18,129 | – | 0.23% | – |
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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% |