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 | $18,904,458 | -4.3% | 556,668 | +0.4% | 4.10% | -2.6% |
| Q2 2023 | $19,761,949 | -6.0% | 554,332 | -8.2% | 4.21% | -7.2% |
| Q1 2023 | $21,014,221 | +5.1% | 603,857 | -2.7% | 4.54% | -1.6% |
| Q4 2022 | $19,998,156 | +45.1% | 620,868 | +26.8% | 4.61% | +31.2% |
| Q3 2022 | $13,779,000 | +3.7% | 489,835 | +15.9% | 3.51% | +14.0% |
| Q2 2022 | $13,288,000 | -13.3% | 422,510 | +1.2% | 3.08% | -7.0% |
| Q1 2022 | $15,333,000 | -1.6% | 417,555 | +4.2% | 3.31% | +2.3% |
| Q4 2021 | $15,584,000 | +2.2% | 400,915 | +1.7% | 3.24% | -6.8% |
| Q3 2021 | $15,249,000 | +0.6% | 394,034 | +2.5% | 3.47% | -5.0% |
| Q2 2021 | $15,159,000 | +8.8% | 384,250 | +3.7% | 3.66% | -2.6% |
| Q1 2021 | $13,934,000 | +8.9% | 370,394 | +4.2% | 3.76% | +2.0% |
| Q4 2020 | $12,798,000 | – | 355,394 | – | 3.68% | – |
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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% |