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 | $723,110 | +25.6% | 21,293 | +31.9% | 0.00% | 0.0% |
| Q2 2023 | $575,640 | -50.3% | 16,147 | -51.5% | 0.00% | -50.0% |
| Q1 2023 | $1,158,041 | +81.1% | 33,277 | +67.7% | 0.01% | +100.0% |
| Q4 2022 | $639,303 | +109.6% | 19,848 | +83.0% | 0.00% | +50.0% |
| Q3 2022 | $305,000 | -11.6% | 10,846 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $345,000 | -28.9% | 10,960 | -17.0% | 0.00% | 0.0% |
| Q1 2022 | $485,000 | -1.4% | 13,197 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $492,000 | +7.9% | 12,666 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $456,000 | +4.8% | 11,776 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $435,000 | -47.8% | 11,032 | -50.3% | 0.00% | 0.0% |
| Q1 2021 | $834,000 | +189.6% | 22,188 | +177.0% | 0.00% | +100.0% |
| Q4 2020 | $288,000 | -91.5% | 8,010 | -93.9% | 0.00% | -95.7% |
| Q1 2020 | $3,373,000 | – | 130,532 | – | 0.02% | – |
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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% |