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 | $21,056,286 | -6.3% | 620,032 | -1.7% | 8.40% | -0.8% |
| Q2 2023 | $22,475,899 | +6.7% | 630,460 | +4.1% | 8.46% | +0.7% |
| Q1 2023 | $21,067,122 | +9.2% | 605,377 | +1.1% | 8.40% | -0.5% |
| Q4 2022 | $19,292,955 | +11.1% | 598,974 | -3.0% | 8.45% | +4.0% |
| Q3 2022 | $17,367,000 | -6.7% | 617,366 | +4.3% | 8.12% | -3.0% |
| Q2 2022 | $18,621,000 | -7.1% | 592,082 | +8.5% | 8.37% | +7.1% |
| Q1 2022 | $20,035,000 | -0.2% | 545,624 | +5.6% | 7.82% | +1.9% |
| Q4 2021 | $20,076,000 | +6.2% | 516,499 | +5.7% | 7.68% | -2.3% |
| Q3 2021 | $18,902,000 | +3.0% | 488,427 | +5.0% | 7.86% | +1.3% |
| Q2 2021 | $18,352,000 | +6.5% | 465,201 | +1.6% | 7.76% | -2.4% |
| Q1 2021 | $17,230,000 | +3.7% | 457,992 | -0.8% | 7.95% | -7.1% |
| Q4 2020 | $16,621,000 | +24.3% | 461,578 | +8.4% | 8.56% | +2.7% |
| Q3 2020 | $13,367,000 | +3.4% | 425,694 | -2.1% | 8.33% | -9.5% |
| Q2 2020 | $12,933,000 | +11.8% | 434,719 | -2.9% | 9.20% | -15.4% |
| Q1 2020 | $11,565,000 | -22.9% | 447,560 | +0.4% | 10.88% | -1.3% |
| Q4 2019 | $14,996,000 | – | 445,921 | – | 11.03% | – |
Download | ||||||
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% |