SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,345,000 | -84.4% | 42,763 | -81.8% | 0.26% | -81.4% |
| Q1 2022 | $8,606,000 | -9.3% | 234,372 | -4.0% | 1.41% | -3.0% |
| Q4 2021 | $9,492,000 | -12.4% | 244,196 | -12.8% | 1.46% | +3.8% |
| Q3 2021 | $10,840,000 | +15.9% | 280,085 | +18.1% | 1.40% | -6.2% |
| Q2 2021 | $9,355,000 | +4.5% | 237,126 | -0.3% | 1.50% | -6.3% |
| Q1 2021 | $8,948,000 | +3.5% | 237,853 | -1.0% | 1.60% | -2.9% |
| Q4 2020 | $8,648,000 | +12.3% | 240,161 | -2.0% | 1.64% | +3.2% |
| Q3 2020 | $7,698,000 | +4273.9% | 245,182 | +4039.5% | 1.59% | +4089.5% |
| Q2 2020 | $176,000 | +15.0% | 5,923 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $153,000 | -36.0% | 5,923 | -16.6% | 0.04% | -25.0% |
| Q4 2019 | $239,000 | +5.8% | 7,098 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $226,000 | -0.9% | 7,098 | -0.4% | 0.05% | +2.0% |
| Q2 2019 | $228,000 | +2.2% | 7,123 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $223,000 | – | 7,123 | – | 0.05% | – |
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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% |