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 | $2,997,871 | -6.8% | 87,734 | -3.0% | 6.96% | -3.6% |
| Q2 2023 | $3,215,589 | -2.6% | 90,478 | -2.4% | 7.23% | -2.8% |
| Q1 2023 | $3,300,834 | +4.7% | 92,694 | -5.3% | 7.44% | +9.5% |
| Q4 2022 | $3,152,199 | +24.2% | 97,864 | +8.5% | 6.79% | +14.5% |
| Q3 2022 | $2,538,000 | -14.9% | 90,221 | -4.8% | 5.94% | -14.4% |
| Q2 2022 | $2,981,000 | -12.3% | 94,794 | +2.4% | 6.93% | -1.5% |
| Q1 2022 | $3,398,000 | -2.6% | 92,533 | +3.1% | 7.04% | +2.3% |
| Q4 2021 | $3,488,000 | +1.7% | 89,742 | +1.3% | 6.88% | -20.6% |
| Q3 2021 | $3,430,000 | -0.1% | 88,623 | +1.8% | 8.66% | -3.0% |
| Q2 2021 | $3,434,000 | – | 87,051 | – | 8.93% | – |
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% |