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 | $223 | -7.9% | 6,554 | -3.3% | 0.02% | -5.9% |
| Q2 2023 | $242 | -10.0% | 6,779 | -12.3% | 0.02% | -15.0% |
| Q1 2023 | $269 | +10.2% | 7,734 | +1.9% | 0.02% | +5.3% |
| Q4 2022 | $244 | -99.9% | 7,589 | -0.2% | 0.02% | +5.6% |
| Q3 2022 | $214,000 | -10.5% | 7,603 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $239,000 | -7.4% | 7,603 | +8.1% | 0.02% | +18.8% |
| Q1 2022 | $258,000 | -5.5% | 7,035 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $273,000 | -59.1% | 7,035 | -59.2% | 0.02% | -62.5% |
| Q3 2021 | $668,000 | +2.9% | 17,260 | +4.9% | 0.04% | +2.6% |
| Q2 2021 | $649,000 | +29.0% | 16,455 | +23.1% | 0.04% | +14.7% |
| Q1 2021 | $503,000 | – | 13,370 | – | 0.03% | – |
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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% |