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 | $4,926,954 | -4.5% | 145,081 | +0.2% | 1.38% | +5.5% |
| Q2 2023 | $5,160,768 | +1.7% | 144,762 | -0.7% | 1.31% | +0.3% |
| Q1 2023 | $5,072,411 | +6.4% | 145,759 | -1.5% | 1.30% | +5.8% |
| Q4 2022 | $4,767,690 | +28.8% | 148,019 | +12.5% | 1.23% | +22.3% |
| Q3 2022 | $3,702,000 | -3.5% | 131,598 | +7.9% | 1.01% | -5.1% |
| Q2 2022 | $3,836,000 | -15.2% | 121,969 | -0.9% | 1.06% | -17.8% |
| Q1 2022 | $4,521,000 | -5.7% | 123,132 | -0.2% | 1.29% | -6.4% |
| Q4 2021 | $4,794,000 | -0.7% | 123,339 | -1.2% | 1.38% | -10.0% |
| Q3 2021 | $4,830,000 | -11.7% | 124,805 | -10.0% | 1.53% | -44.3% |
| Q2 2021 | $5,470,000 | +1.9% | 138,648 | -2.8% | 2.75% | -7.8% |
| Q1 2021 | $5,366,000 | +5.7% | 142,645 | +1.2% | 2.99% | +3.5% |
| Q4 2020 | $5,077,000 | +15.6% | 140,988 | +0.8% | 2.88% | +10.6% |
| Q3 2020 | $4,391,000 | +12.2% | 139,831 | +6.3% | 2.61% | -1.7% |
| Q2 2020 | $3,913,000 | +2.3% | 131,528 | -11.1% | 2.66% | -8.1% |
| Q1 2020 | $3,824,000 | -39.3% | 147,989 | -21.0% | 2.89% | -31.2% |
| Q4 2019 | $6,298,000 | – | 187,285 | – | 4.20% | – |
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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% |