Bowman & Co S.C. - SCHWAB STRATEGIC TR ownership

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
Bowman & Co S.C. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$375,670
-9.5%
11,062
-5.0%
0.30%
-4.8%
Q2 2023$415,112
-2.2%
11,644
-4.5%
0.31%
+1.0%
Q1 2023$424,461
-19.9%
12,197
-25.9%
0.31%
-24.3%
Q4 2022$529,971
+142.0%
16,454
+111.5%
0.41%
+107.6%
Q3 2022$219,0007,7800.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,467,429$77,897,00022.79%
Matrix Trust Co 1,941,519$60,964,00017.90%
SVB Investment Services Inc. 597,378$18,758,00015.90%
APPLETON GROUP, LLC 275,980$8,666,00013.57%
JBJ Investment Partners, LLC 1,550,230$48,677,00012.73%
Evergreen Advisors, LLC 855,063$26,849,00012.27%
Personal Capital Advisors Corp 49,196,217$1,544,761,00011.64%
Northwest Capital Management Inc 421,648$13,240,00010.96%
Adams Chetwood Wealth Management LLC 331,495$10,409,00010.02%
Callan Capital, LLC 1,371,168$43,055,0009.66%
View complete list of SCHWAB STRATEGIC TR shareholders