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 | $204,643 | -50.8% | 6,026 | -48.4% | 0.09% | -49.4% |
| Q2 2023 | $416,020 | +0.7% | 11,681 | -1.6% | 0.17% | -7.0% |
| Q1 2023 | $413,064 | +14.0% | 11,870 | +3.6% | 0.18% | +1.6% |
| Q4 2022 | $362,339 | -17.5% | 11,460 | -26.7% | 0.18% | -25.1% |
| Q3 2022 | $439,000 | +71.5% | 15,624 | +91.4% | 0.24% | +55.8% |
| Q2 2022 | $256,000 | -15.2% | 8,164 | -0.6% | 0.16% | -10.9% |
| Q1 2022 | $302,000 | -3.5% | 8,215 | +1.8% | 0.18% | -7.4% |
| Q4 2021 | $313,000 | +1.0% | 8,066 | +0.8% | 0.19% | -10.8% |
| Q3 2021 | $310,000 | +0.3% | 8,002 | +2.1% | 0.21% | -0.5% |
| Q2 2021 | $309,000 | -23.3% | 7,839 | -26.8% | 0.21% | -39.8% |
| Q1 2021 | $403,000 | +3.3% | 10,702 | -1.1% | 0.35% | -1.7% |
| Q4 2020 | $390,000 | – | 10,823 | – | 0.36% | – |
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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% |