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 | $6,640,623 | -2.3% | 195,542 | +2.6% | 1.74% | -1.0% |
| Q2 2023 | $6,795,829 | +3.7% | 190,626 | +1.2% | 1.76% | -6.2% |
| Q1 2023 | $6,553,080 | +26.1% | 188,307 | +16.7% | 1.88% | +15.4% |
| Q4 2022 | $5,195,759 | +129794.0% | 161,309 | +120279.9% | 1.63% | +162800.0% |
| Q3 2022 | $4,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 134 | -2.2% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 137 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | -16.7% | 137 | -8.7% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 150 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 164 | +1.2% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | -14.3% | 162 | -13.8% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 188 | +1.6% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 185 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $6,000 | +20.0% | 185 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 184 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | – | 184 | – | 0.00% | – |
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% |