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 | $236,804 | -5.1% | 6,973 | -0.4% | 0.03% | 0.0% |
| Q2 2023 | $249,622 | -2.0% | 7,002 | -4.3% | 0.03% | -10.3% |
| Q1 2023 | $254,597 | +8.6% | 7,316 | +0.5% | 0.03% | 0.0% |
| Q4 2022 | $234,392 | +10.0% | 7,277 | -3.8% | 0.03% | 0.0% |
| Q3 2022 | $213,000 | -17.8% | 7,565 | -8.0% | 0.03% | -14.7% |
| Q2 2022 | $259,000 | -31.7% | 8,224 | -21.8% | 0.03% | -34.6% |
| Q4 2020 | $379,000 | +6.5% | 10,513 | -7.3% | 0.05% | -10.3% |
| Q3 2020 | $356,000 | +6.0% | 11,341 | +0.3% | 0.06% | -4.9% |
| Q2 2020 | $336,000 | -7.7% | 11,304 | -19.7% | 0.06% | -11.6% |
| Q1 2020 | $364,000 | -23.0% | 14,072 | +0.1% | 0.07% | +6.2% |
| Q4 2019 | $473,000 | +5.8% | 14,056 | +0.2% | 0.06% | -3.0% |
| Q3 2019 | $447,000 | – | 14,025 | – | 0.07% | – |
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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% |