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 | $4,406,562 | +27.7% | 129,757 | +34.0% | 4.29% | +13.0% |
| Q2 2023 | $3,451,027 | -27.5% | 96,803 | -29.3% | 3.80% | -16.6% |
| Q1 2023 | $4,763,031 | +8.2% | 136,869 | +0.2% | 4.55% | +0.9% |
| Q4 2022 | $4,400,296 | +19.4% | 136,613 | +4.3% | 4.51% | +5.1% |
| Q3 2022 | $3,686,000 | -11.9% | 131,035 | -1.6% | 4.29% | -5.4% |
| Q2 2022 | $4,186,000 | -4.8% | 133,105 | +11.2% | 4.54% | +5.3% |
| Q1 2022 | $4,395,000 | +3.9% | 119,701 | +10.0% | 4.31% | +6.9% |
| Q4 2021 | $4,229,000 | – | 108,801 | – | 4.03% | – |
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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% |