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 | $1,682,141 | +30.9% | 49,533 | +37.5% | 0.00% | 0.0% |
| Q2 2023 | $1,284,683 | +13.0% | 36,036 | +10.4% | 0.00% | – |
| Q1 2023 | $1,136,429 | +11.3% | 32,656 | +3.0% | 0.00% | – |
| Q4 2022 | $1,021,218 | +15.4% | 31,705 | +0.8% | 0.00% | – |
| Q3 2022 | $885,000 | -10.1% | 31,467 | +0.6% | 0.00% | – |
| Q2 2022 | $984,000 | -8.9% | 31,282 | +6.4% | 0.00% | – |
| Q1 2022 | $1,080,000 | -5.5% | 29,399 | 0.0% | 0.00% | – |
| Q4 2021 | $1,143,000 | +5.5% | 29,399 | +5.1% | 0.00% | – |
| Q3 2021 | $1,083,000 | +9.7% | 27,976 | +11.9% | 0.00% | – |
| Q2 2021 | $987,000 | +30.6% | 25,009 | +24.4% | 0.00% | – |
| Q1 2021 | $756,000 | +121.1% | 20,105 | +111.5% | 0.00% | – |
| Q4 2020 | $342,000 | +15.9% | 9,506 | +1.1% | 0.00% | – |
| Q3 2020 | $295,000 | +6.1% | 9,398 | +0.6% | 0.00% | – |
| Q2 2020 | $278,000 | -3.5% | 9,342 | -16.1% | 0.00% | – |
| Q1 2020 | $288,000 | +12.1% | 11,132 | +45.7% | 0.00% | – |
| Q4 2019 | $257,000 | +267.1% | 7,640 | +229.7% | 0.00% | – |
| Q1 2015 | $70,000 | – | 2,317 | – | 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% |