SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,655,189 | +49.2% | 166,525 | +56.7% | 0.00% | 0.0% |
| Q2 2023 | $3,789,452 | +24.0% | 106,296 | +21.0% | 0.00% | 0.0% |
| Q1 2023 | $3,057,215 | +71.5% | 87,851 | +58.7% | 0.00% | – |
| Q4 2022 | $1,782,888 | +306.1% | 55,352 | +254.7% | 0.00% | – |
| Q3 2022 | $439,000 | -50.3% | 15,606 | -44.5% | 0.00% | – |
| Q2 2022 | $884,000 | -63.1% | 28,112 | -56.9% | 0.00% | -100.0% |
| Q1 2022 | $2,395,000 | +69.9% | 65,211 | +79.7% | 0.00% | – |
| Q4 2021 | $1,410,000 | +95.0% | 36,283 | +94.2% | 0.00% | – |
| Q3 2021 | $723,000 | -39.1% | 18,688 | -47.0% | 0.00% | – |
| Q4 2019 | $1,187,000 | +5.6% | 35,285 | 0.0% | 0.00% | – |
| Q3 2019 | $1,124,000 | +266.1% | 35,285 | +225.9% | 0.00% | – |
| Q4 2018 | $307,000 | -53.1% | 10,826 | -47.5% | 0.00% | – |
| Q2 2017 | $655,000 | -67.4% | 20,626 | -69.3% | 0.00% | -100.0% |
| Q1 2017 | $2,009,000 | +8.0% | 67,244 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,861,000 | -3.9% | 67,244 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,936,000 | +6.2% | 67,244 | -0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,823,000 | -15.2% | 67,249 | -15.2% | 0.00% | 0.0% |
| Q1 2016 | $2,149,000 | +17.1% | 79,280 | +19.1% | 0.00% | 0.0% |
| Q4 2015 | $1,835,000 | +0.6% | 66,564 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $1,824,000 | +172.6% | 66,649 | +203.5% | 0.00% | – |
| Q2 2015 | $669,000 | -13.6% | 21,957 | -14.2% | 0.00% | – |
| Q1 2015 | $774,000 | -80.2% | 25,598 | -81.1% | 0.00% | -100.0% |
| Q4 2014 | $3,913,000 | +101.0% | 135,339 | +115.6% | 0.00% | 0.0% |
| Q3 2014 | $1,947,000 | -42.8% | 62,780 | -39.2% | 0.00% | 0.0% |
| Q2 2014 | $3,406,000 | -31.9% | 103,274 | -35.0% | 0.00% | -50.0% |
| Q1 2014 | $5,002,000 | +1900.8% | 158,804 | +1833.8% | 0.00% | – |
| Q3 2013 | $250,000 | – | 8,212 | – | 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% |