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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,348 | -7.4% | 451,934 | -2.8% | 0.28% | -4.1% |
| Q2 2023 | $16,583 | +4.8% | 465,135 | +2.3% | 0.30% | -1.7% |
| Q1 2023 | $15,816 | +7.1% | 454,703 | -0.8% | 0.30% | +3.4% |
| Q4 2022 | $14,763 | -99.9% | 458,346 | -10.7% | 0.29% | -1.0% |
| Q3 2022 | $14,431,000 | -11.7% | 513,030 | -1.2% | 0.29% | -21.2% |
| Q2 2022 | $16,339,000 | -11.0% | 519,518 | +3.9% | 0.37% | +3.6% |
| Q1 2022 | $18,363,000 | -2.8% | 500,067 | +2.9% | 0.36% | +0.8% |
| Q4 2021 | $18,889,000 | +3.2% | 485,962 | +2.7% | 0.36% | -5.8% |
| Q3 2021 | $18,310,000 | -0.2% | 473,123 | +1.8% | 0.38% | -13.9% |
| Q2 2021 | $18,342,000 | +11.4% | 464,943 | +6.2% | 0.44% | +3.5% |
| Q1 2021 | $16,462,000 | +25.6% | 437,606 | +20.2% | 0.42% | +8.4% |
| Q4 2020 | $13,105,000 | +26.3% | 363,923 | +10.2% | 0.39% | +4.0% |
| Q3 2020 | $10,374,000 | +6.2% | 330,383 | +0.6% | 0.38% | -2.6% |
| Q2 2020 | $9,769,000 | +17.8% | 328,373 | +2.3% | 0.39% | -1.0% |
| Q1 2020 | $8,294,000 | – | 320,988 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |