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 | $25,254,102 | -5.3% | 743,643 | -0.6% | 16.95% | +13.0% |
| Q2 2023 | $26,663,163 | +3.7% | 747,915 | +1.2% | 15.00% | -1.9% |
| Q1 2023 | $25,723,256 | +2.5% | 739,174 | -5.2% | 15.30% | -3.6% |
| Q4 2022 | $25,104,456 | +19.1% | 779,399 | +4.1% | 15.86% | +5.3% |
| Q3 2022 | $21,071,000 | -4.7% | 749,045 | +6.5% | 15.06% | +4.2% |
| Q2 2022 | $22,112,000 | -14.4% | 703,096 | -0.1% | 14.46% | -1.6% |
| Q1 2022 | $25,839,000 | +1.8% | 703,672 | +7.8% | 14.69% | +0.6% |
| Q4 2021 | $25,376,000 | +1.6% | 652,834 | +3.1% | 14.61% | -5.4% |
| Q3 2021 | $24,980,000 | 0.0% | 633,207 | 0.0% | 15.44% | +0.2% |
| Q2 2021 | $24,980,000 | +4.9% | 633,207 | +0.0% | 15.40% | +0.2% |
| Q1 2021 | $23,810,000 | -8.6% | 632,906 | -12.6% | 15.37% | -8.2% |
| Q4 2020 | $26,062,000 | – | 723,747 | – | 16.74% | – |
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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% |