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 | $3,529,730 | +0.8% | 103,938 | +5.8% | 1.40% | -11.9% |
Q2 2023 | $3,501,003 | +34.0% | 98,205 | +30.8% | 1.59% | +22.3% |
Q1 2023 | $2,612,291 | +28.7% | 75,066 | +19.1% | 1.30% | +19.7% |
Q4 2022 | $2,029,418 | +26.9% | 63,006 | +10.8% | 1.08% | +3.2% |
Q3 2022 | $1,599,000 | +7.1% | 56,841 | +19.7% | 1.05% | 0.0% |
Q2 2022 | $1,493,000 | -4.8% | 47,467 | +11.1% | 1.05% | -3.1% |
Q1 2022 | $1,569,000 | -4.9% | 42,725 | +0.7% | 1.08% | -19.2% |
Q4 2021 | $1,649,000 | – | 42,423 | – | 1.34% | – |
Download |
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% |