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 | $12,775,611 | -4.4% | 376,196 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $13,363,005 | +22.9% | 374,839 | +20.0% | 0.01% | +22.2% |
| Q1 2023 | $10,870,636 | +48.0% | 312,375 | +37.0% | 0.01% | +28.6% |
| Q4 2022 | $7,346,411 | +291.0% | 228,078 | +241.4% | 0.01% | +250.0% |
| Q3 2022 | $1,879,000 | -78.4% | 66,809 | -75.9% | 0.00% | -77.8% |
| Q2 2022 | $8,711,000 | +251.4% | 276,990 | +310.3% | 0.01% | +350.0% |
| Q1 2022 | $2,479,000 | -13.4% | 67,502 | -8.3% | 0.00% | 0.0% |
| Q4 2021 | $2,861,000 | +8.9% | 73,598 | +8.4% | 0.00% | 0.0% |
| Q3 2021 | $2,627,000 | -8.7% | 67,879 | -6.9% | 0.00% | -33.3% |
| Q2 2021 | $2,877,000 | +2.0% | 72,931 | -2.8% | 0.00% | 0.0% |
| Q1 2021 | $2,821,000 | +7.1% | 74,997 | +2.5% | 0.00% | 0.0% |
| Q4 2020 | $2,635,000 | +26.8% | 73,178 | +10.6% | 0.00% | 0.0% |
| Q3 2020 | $2,078,000 | +5.1% | 66,193 | -0.4% | 0.00% | 0.0% |
| Q2 2020 | $1,978,000 | -4.9% | 66,479 | -17.4% | 0.00% | 0.0% |
| Q1 2020 | $2,081,000 | -9.9% | 80,524 | +17.2% | 0.00% | 0.0% |
| Q4 2019 | $2,310,000 | +27.5% | 68,699 | +20.8% | 0.00% | 0.0% |
| Q3 2019 | $1,812,000 | +129.7% | 56,887 | +131.4% | 0.00% | +200.0% |
| Q2 2019 | $789,000 | -36.3% | 24,587 | -37.9% | 0.00% | -50.0% |
| Q1 2019 | $1,239,000 | -26.6% | 39,578 | -33.5% | 0.00% | -33.3% |
| Q4 2018 | $1,688,000 | +34.1% | 59,559 | +58.6% | 0.00% | +50.0% |
| Q3 2018 | $1,259,000 | +116.7% | 37,554 | +113.5% | 0.00% | +100.0% |
| Q2 2018 | $581,000 | -51.6% | 17,592 | -50.6% | 0.00% | -50.0% |
| Q1 2018 | $1,201,000 | +11.3% | 35,627 | +12.5% | 0.00% | 0.0% |
| Q4 2017 | $1,079,000 | -8.0% | 31,659 | -9.6% | 0.00% | 0.0% |
| Q3 2017 | $1,173,000 | – | 35,035 | – | 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% |