SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,539,583 | -6.0% | 104,228 | -1.3% | 0.04% | -7.9% |
| Q2 2023 | $3,764,640 | +11.8% | 105,600 | +9.1% | 0.04% | +2.7% |
| Q1 2023 | $3,368,507 | +3.0% | 96,796 | -4.6% | 0.04% | +27.6% |
| Q4 2022 | $3,269,734 | -99.9% | 101,513 | -44.6% | 0.03% | +3.6% |
| Q3 2022 | $2,579,577,000 | +85203.5% | 183,218 | +90.6% | 0.03% | -9.7% |
| Q2 2022 | $3,024,000 | -6.5% | 96,139 | +9.2% | 0.03% | -8.8% |
| Q1 2022 | $3,233,000 | -6.5% | 88,048 | -1.0% | 0.03% | -2.9% |
| Q4 2021 | $3,458,000 | -58.6% | 88,972 | -58.8% | 0.04% | -58.3% |
| Q3 2021 | $8,356,000 | +157.8% | 215,925 | +162.8% | 0.08% | +127.0% |
| Q2 2021 | $3,241,000 | +1.1% | 82,159 | -3.6% | 0.04% | -9.8% |
| Q1 2021 | $3,206,000 | -61.2% | 85,210 | -62.6% | 0.04% | -57.3% |
| Q4 2020 | $8,262,000 | -99.7% | 227,841 | +139.6% | 0.10% | +74.5% |
| Q3 2020 | $2,960,000,000 | – | 95,094 | – | 0.06% | – |
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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% |