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 | $16,111 | -54.8% | 472,474 | -53.3% | 0.04% | -53.1% |
| Q2 2023 | $35,672 | +130.2% | 1,012,540 | +126.5% | 0.08% | +113.2% |
| Q1 2023 | $15,493 | +17.0% | 447,002 | +9.8% | 0.04% | +11.8% |
| Q4 2022 | $13,246 | -99.8% | 407,188 | +74.5% | 0.03% | +88.9% |
| Q3 2022 | $6,600,000 | +1753.9% | 233,371 | +1962.1% | 0.02% | +1700.0% |
| Q2 2022 | $356,000 | -22.1% | 11,317 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $457,000 | -1.1% | 12,455 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $462,000 | -8.3% | 11,719 | -10.1% | 0.00% | 0.0% |
| Q3 2021 | $504,000 | +9.1% | 13,031 | +11.2% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | -80.5% | 11,719 | -81.4% | 0.00% | -80.0% |
| Q1 2021 | $2,365,000 | +4.8% | 62,871 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $2,257,000 | – | 62,671 | – | 0.01% | – |
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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% |