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 | $10,023,874 | +0.2% | 295,167 | +5.2% | 6.58% | +1.2% |
| Q2 2023 | $10,007,194 | +2.5% | 280,707 | +0.0% | 6.50% | +7.4% |
| Q1 2023 | $9,766,707 | +13.6% | 280,653 | +5.2% | 6.05% | +7.0% |
| Q4 2022 | $8,595,596 | +11.9% | 266,861 | -2.3% | 5.66% | +3.5% |
| Q3 2022 | $7,680,000 | -0.8% | 273,021 | +11.0% | 5.47% | -7.8% |
| Q2 2022 | $7,739,000 | -9.6% | 246,067 | +5.5% | 5.93% | +0.1% |
| Q1 2022 | $8,561,000 | +9.5% | 233,153 | +15.9% | 5.93% | +12.2% |
| Q4 2021 | $7,817,000 | +22.5% | 201,115 | +22.0% | 5.28% | -5.6% |
| Q3 2021 | $6,382,000 | +13.9% | 164,912 | +16.1% | 5.60% | -2.7% |
| Q2 2021 | $5,605,000 | – | 142,082 | – | 5.75% | – |
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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% |