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 | $313,111 | -23.9% | 9,220 | -20.1% | 0.14% | -23.3% |
| Q2 2023 | $411,187 | -0.6% | 11,534 | -2.9% | 0.18% | -13.7% |
| Q1 2023 | $413,563 | +18.0% | 11,884 | +9.2% | 0.20% | +4.1% |
| Q4 2022 | $350,477 | +8.5% | 10,881 | -5.3% | 0.20% | -8.0% |
| Q3 2022 | $323,000 | +12.5% | 11,491 | +25.9% | 0.21% | +10.4% |
| Q2 2022 | $287,000 | -43.1% | 9,128 | -33.6% | 0.19% | -50.9% |
| Q1 2022 | $504,000 | +13.0% | 13,739 | +19.8% | 0.39% | +40.4% |
| Q4 2021 | $446,000 | – | 11,473 | – | 0.28% | – |
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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% |