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 | $1,171,687 | +3.8% | 34,501 | +8.9% | 1.10% | +8.0% |
| Q2 2023 | $1,129,035 | +9.8% | 31,670 | +7.2% | 1.02% | 0.0% |
| Q1 2023 | $1,027,887 | +23.4% | 29,537 | +14.2% | 1.02% | +16.6% |
| Q4 2022 | $833,047 | +17.3% | 25,863 | +2.4% | 0.88% | -8.6% |
| Q3 2022 | $710,000 | -10.6% | 25,248 | 0.0% | 0.96% | -8.8% |
| Q2 2022 | $794,000 | -14.3% | 25,248 | 0.0% | 1.05% | +9.5% |
| Q1 2022 | $927,000 | -5.5% | 25,248 | 0.0% | 0.96% | +0.3% |
| Q4 2021 | $981,000 | – | 25,248 | – | 0.96% | – |
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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% |