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 | $5,562,275 | -5.5% | 163,789 | -0.8% | 0.31% | -3.1% |
| Q2 2023 | $5,884,889 | +3.2% | 165,074 | +0.8% | 0.32% | -1.8% |
| Q1 2023 | $5,701,076 | +19.3% | 163,824 | +10.5% | 0.33% | +10.4% |
| Q4 2022 | $4,777,516 | +9.4% | 148,324 | -4.5% | 0.30% | +2.4% |
| Q3 2022 | $4,367,000 | -24.2% | 155,254 | -15.3% | 0.29% | -17.4% |
| Q2 2022 | $5,762,000 | -14.4% | 183,199 | -0.1% | 0.35% | -0.3% |
| Q1 2022 | $6,732,000 | -5.5% | 183,335 | +0.0% | 0.35% | -2.5% |
| Q4 2021 | $7,126,000 | -1.4% | 183,332 | -1.9% | 0.36% | -11.1% |
| Q3 2021 | $7,230,000 | +0.8% | 186,825 | +2.7% | 0.41% | -1.5% |
| Q2 2021 | $7,175,000 | +23.2% | 181,877 | +17.5% | 0.41% | +6.5% |
| Q1 2021 | $5,823,000 | +3.6% | 154,780 | -0.8% | 0.39% | -3.7% |
| Q4 2020 | $5,620,000 | +14.7% | 156,065 | 0.0% | 0.40% | +5.5% |
| Q3 2020 | $4,900,000 | +5.5% | 156,065 | 0.0% | 0.38% | -4.0% |
| Q2 2020 | $4,643,000 | +5.0% | 156,065 | -8.8% | 0.40% | -10.6% |
| Q1 2020 | $4,421,000 | -24.3% | 171,095 | -1.5% | 0.44% | -4.5% |
| Q4 2019 | $5,841,000 | +5.5% | 173,685 | -0.0% | 0.46% | +2.0% |
| Q3 2019 | $5,534,000 | +4.0% | 173,705 | +4.8% | 0.46% | -0.2% |
| Q2 2019 | $5,320,000 | +2.5% | 165,785 | +0.0% | 0.46% | -0.4% |
| Q1 2019 | $5,190,000 | +9.1% | 165,765 | -1.2% | 0.46% | -0.4% |
| Q4 2018 | $4,756,000 | – | 167,775 | – | 0.46% | – |
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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% |