SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,007,707 | -21.1% | 29,673 | -17.1% | 0.03% | -20.0% |
| Q2 2023 | $1,276,797 | +7.2% | 35,815 | +4.6% | 0.04% | -10.3% |
| Q1 2023 | $1,191,475 | +2.9% | 34,238 | -4.7% | 0.04% | -7.1% |
| Q4 2022 | $1,157,459 | +14.3% | 35,935 | -0.2% | 0.04% | +7.7% |
| Q3 2022 | $1,013,000 | -8.2% | 36,021 | +2.6% | 0.04% | -4.9% |
| Q2 2022 | $1,104,000 | -15.8% | 35,112 | -1.6% | 0.04% | -2.4% |
| Q1 2022 | $1,311,000 | -3.3% | 35,696 | +2.3% | 0.04% | 0.0% |
| Q4 2021 | $1,356,000 | -4.3% | 34,886 | -4.7% | 0.04% | -12.5% |
| Q3 2021 | $1,417,000 | -6.8% | 36,610 | -5.0% | 0.05% | -7.7% |
| Q2 2021 | $1,520,000 | -22.4% | 38,530 | -26.0% | 0.05% | -39.5% |
| Q1 2021 | $1,959,000 | -48.1% | 52,068 | -50.4% | 0.09% | -3.4% |
| Q4 2020 | $3,778,000 | +126.1% | 104,910 | +97.2% | 0.09% | -3.3% |
| Q3 2020 | $1,671,000 | -49.1% | 53,210 | -51.7% | 0.09% | -6.1% |
| Q2 2020 | $3,280,000 | +19.6% | 110,276 | +3.9% | 0.10% | -5.8% |
| Q1 2020 | $2,742,000 | +32.7% | 106,088 | +72.6% | 0.10% | -18.1% |
| Q4 2019 | $2,067,000 | -3.7% | 61,474 | -8.7% | 0.13% | -15.9% |
| Q3 2019 | $2,146,000 | -12.7% | 67,352 | -12.1% | 0.15% | -23.7% |
| Q2 2019 | $2,459,000 | -82.8% | 76,615 | -83.2% | 0.20% | -66.9% |
| Q1 2019 | $14,274,000 | +5.2% | 455,870 | -4.8% | 0.60% | -18.7% |
| Q4 2018 | $13,570,000 | -34.6% | 478,638 | -22.7% | 0.74% | -22.4% |
| Q3 2018 | $20,750,000 | +122.0% | 618,838 | +118.8% | 0.95% | +5.0% |
| Q2 2018 | $9,346,000 | +3.1% | 282,785 | +5.2% | 0.90% | +9.2% |
| Q1 2018 | $9,062,000 | -26.9% | 268,831 | -26.1% | 0.83% | +46.0% |
| Q4 2017 | $12,390,000 | +25.8% | 363,672 | +23.6% | 0.57% | +20.9% |
| Q3 2017 | $9,852,000 | +261.9% | 294,338 | +223.0% | 0.47% | +233.3% |
| Q1 2017 | $2,722,000 | +39.4% | 91,134 | +29.3% | 0.14% | +25.9% |
| Q4 2016 | $1,952,000 | – | 70,494 | – | 0.11% | – |
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% |