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 | $9,119 | +11.6% | 268,517 | +17.1% | 0.14% | +9.3% |
| Q2 2023 | $8,173 | +23.0% | 229,246 | +20.1% | 0.13% | +13.2% |
| Q1 2023 | $6,643 | -99.9% | 190,888 | +6.6% | 0.11% | +11.8% |
| Q4 2022 | $5,770,000 | -99.9% | 179,131 | +22.9% | 0.10% | +24.4% |
| Q3 2022 | $4,100,000,000 | +105244.3% | 145,738 | +17.8% | 0.08% | +9.3% |
| Q2 2022 | $3,892,000 | +8.4% | 123,765 | +26.6% | 0.08% | +19.0% |
| Q1 2022 | $3,591,000 | -99.9% | 97,781 | +6.1% | 0.06% | 0.0% |
| Q4 2021 | $3,581,000,000 | +106192.7% | 92,140 | +5.8% | 0.06% | -7.4% |
| Q3 2021 | $3,369,000 | +11.0% | 87,064 | +13.2% | 0.07% | +6.2% |
| Q2 2021 | $3,034,000 | +782.0% | 76,896 | +741.2% | 0.06% | +700.0% |
| Q1 2021 | $344,000 | +11.3% | 9,141 | +6.5% | 0.01% | -11.1% |
| Q4 2020 | $309,000 | -86.4% | 8,584 | -88.2% | 0.01% | -88.2% |
| Q3 2020 | $2,276,000 | -18.7% | 72,486 | -23.0% | 0.08% | -28.3% |
| Q2 2020 | $2,801,000 | +1253.1% | 94,164 | +1432.6% | 0.11% | +1077.8% |
| Q4 2019 | $207,000 | – | 6,144 | – | 0.01% | – |
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% |