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 | $1,764,086 | +5.0% | 51,946 | +10.2% | 0.00% | – |
| Q2 2023 | $1,680,006 | -10.7% | 47,125 | -12.8% | 0.00% | – |
| Q1 2023 | $1,880,383 | +89.8% | 54,034 | +75.6% | 0.00% | – |
| Q4 2022 | $990,876 | +7.5% | 30,763 | -6.1% | 0.00% | – |
| Q3 2022 | $922,000 | -8.2% | 32,764 | +2.7% | 0.00% | – |
| Q2 2022 | $1,004,000 | -14.1% | 31,910 | +0.3% | 0.00% | – |
| Q1 2022 | $1,169,000 | -42.2% | 31,824 | -38.8% | 0.00% | – |
| Q4 2021 | $2,022,000 | +88.8% | 52,014 | +88.0% | 0.00% | – |
| Q3 2021 | $1,071,000 | +95.8% | 27,665 | +99.7% | 0.00% | – |
| Q2 2021 | $547,000 | +7.0% | 13,855 | +2.0% | 0.00% | – |
| Q1 2021 | $511,000 | -35.6% | 13,583 | -38.3% | 0.00% | – |
| Q4 2020 | $793,000 | +35.3% | 22,019 | +17.9% | 0.00% | – |
| Q3 2020 | $586,000 | +57.1% | 18,672 | +48.9% | 0.00% | – |
| Q2 2020 | $373,000 | +2.5% | 12,536 | -11.1% | 0.00% | – |
| Q1 2020 | $364,000 | 0.0% | 14,098 | +30.2% | 0.00% | – |
| Q4 2019 | $364,000 | +39.5% | 10,829 | +32.9% | 0.00% | – |
| Q2 2019 | $261,000 | +0.8% | 8,148 | -1.3% | 0.00% | – |
| Q1 2019 | $259,000 | +17.2% | 8,253 | +13.5% | 0.00% | – |
| Q2 2015 | $221,000 | -63.8% | 7,269 | -62.4% | 0.00% | – |
| Q4 2013 | $610,000 | +11.9% | 19,334 | +7.8% | 0.00% | – |
| Q3 2013 | $545,000 | – | 17,934 | – | 0.00% | – |
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% |