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 | $410 | -17.7% | 12,075 | -13.6% | 0.10% | -12.8% |
| Q2 2023 | $498 | +0.2% | 13,983 | -2.0% | 0.12% | -6.4% |
| Q1 2023 | $497 | -9.0% | 14,269 | -15.8% | 0.12% | -13.8% |
| Q4 2022 | $546 | -99.9% | 16,945 | +7.3% | 0.14% | -20.3% |
| Q3 2022 | $444,000 | -60.9% | 15,790 | -56.2% | 0.18% | -58.4% |
| Q2 2022 | $1,135,000 | +79.9% | 36,077 | +110.0% | 0.44% | +109.6% |
| Q1 2022 | $631,000 | -4.5% | 17,183 | +1.0% | 0.21% | +4.0% |
| Q4 2021 | $661,000 | +1.2% | 17,007 | +0.9% | 0.20% | -7.4% |
| Q3 2021 | $653,000 | +7.4% | 16,861 | +9.4% | 0.22% | +9.6% |
| Q2 2021 | $608,000 | +5.9% | 15,415 | +1.0% | 0.20% | -19.2% |
| Q1 2021 | $574,000 | +11.2% | 15,265 | +6.5% | 0.24% | +2.9% |
| Q4 2020 | $516,000 | +28.7% | 14,328 | +12.1% | 0.24% | +15.0% |
| Q3 2020 | $401,000 | +9.3% | 12,787 | +3.7% | 0.21% | +1.0% |
| Q2 2020 | $367,000 | +17.6% | 12,331 | +2.1% | 0.20% | -1.9% |
| Q1 2020 | $312,000 | -20.2% | 12,081 | +4.0% | 0.21% | +3.5% |
| Q4 2019 | $391,000 | +35.8% | 11,621 | +28.8% | 0.20% | +24.7% |
| Q3 2019 | $288,000 | +2.9% | 9,024 | +3.3% | 0.16% | 0.0% |
| Q2 2019 | $280,000 | +17.2% | 8,733 | +14.3% | 0.16% | +12.5% |
| Q1 2019 | $239,000 | – | 7,642 | – | 0.14% | – |
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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% |