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 | $43,986,902 | -0.6% | 1,295,256 | +4.4% | 1.00% | +1.9% |
| Q2 2023 | $44,237,081 | +5.1% | 1,240,872 | +2.6% | 0.98% | -3.1% |
| Q1 2023 | $42,103,011 | +20.5% | 1,209,857 | +20.9% | 1.01% | +5.5% |
| Q4 2022 | $34,941,499 | +27.9% | 1,000,902 | +3.1% | 0.96% | -7.9% |
| Q3 2022 | $27,319,000 | -0.9% | 971,170 | +10.8% | 1.04% | +10.5% |
| Q2 2022 | $27,560,000 | -5.0% | 876,312 | +11.0% | 0.94% | -17.3% |
| Q1 2022 | $29,001,000 | +4.0% | 789,788 | +10.0% | 1.14% | +0.4% |
| Q4 2021 | $27,898,000 | +10.6% | 717,726 | +10.2% | 1.13% | -2.4% |
| Q3 2021 | $25,216,000 | +6.0% | 651,576 | +8.1% | 1.16% | +6.1% |
| Q2 2021 | $23,778,000 | +9.1% | 602,738 | +4.0% | 1.10% | -5.0% |
| Q1 2021 | $21,799,000 | +37.8% | 579,452 | +31.9% | 1.15% | +1.4% |
| Q4 2020 | $15,819,000 | +20.4% | 439,295 | +5.0% | 1.14% | -0.6% |
| Q3 2020 | $13,143,000 | +12.6% | 418,567 | +6.7% | 1.14% | +3.2% |
| Q2 2020 | $11,673,000 | +30.4% | 392,370 | +13.3% | 1.11% | +19.0% |
| Q1 2020 | $8,951,000 | -38.7% | 346,401 | -20.2% | 0.93% | -23.9% |
| Q4 2019 | $14,591,000 | +26.8% | 433,869 | +20.1% | 1.22% | +13.8% |
| Q3 2019 | $11,511,000 | +22.7% | 361,299 | +23.6% | 1.08% | +16.5% |
| Q2 2019 | $9,379,000 | +8.0% | 292,272 | +5.4% | 0.92% | +1.9% |
| Q1 2019 | $8,683,000 | +17.0% | 277,324 | +5.9% | 0.91% | +2.5% |
| Q4 2018 | $7,424,000 | +308.6% | 261,869 | +383.3% | 0.88% | +375.8% |
| Q3 2018 | $1,817,000 | +107.4% | 54,178 | +4.0% | 0.19% | +93.8% |
| Q2 2018 | $876,000 | +172.0% | 52,103 | +445.0% | 0.10% | +123.3% |
| Q1 2018 | $322,000 | +51.2% | 9,560 | +52.6% | 0.04% | +34.4% |
| Q4 2017 | $213,000 | -19.0% | 6,263 | -20.2% | 0.03% | -22.0% |
| Q3 2017 | $263,000 | +255.4% | 7,846 | +189.9% | 0.04% | +95.2% |
| Q3 2015 | $74,000 | – | 2,706 | – | 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% |