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 | $314,130 | -18.2% | 9,250 | -14.1% | 0.08% | -26.7% |
| Q2 2023 | $384,093 | -25.4% | 10,774 | -27.2% | 0.10% | -38.6% |
| Q1 2023 | $515,179 | +13.9% | 14,804 | +5.4% | 0.17% | -0.6% |
| Q4 2022 | $452,486 | +8.0% | 14,048 | -5.7% | 0.17% | +10.3% |
| Q3 2022 | $419,000 | -1.9% | 14,902 | +9.9% | 0.16% | +4.0% |
| Q2 2022 | $427,000 | -4.0% | 13,565 | +12.0% | 0.15% | +14.5% |
| Q1 2022 | $445,000 | +43.1% | 12,109 | +51.2% | 0.13% | +45.6% |
| Q4 2021 | $311,000 | – | 8,007 | – | 0.09% | – |
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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% |