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 2020 | $14,000 | +7.7% | 450 | 0.0% | 0.02% | +100.0% |
| Q2 2020 | $13,000 | +8.3% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 450 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | -94.0% | 450 | -94.7% | 0.01% | -76.7% |
| Q4 2015 | $234,000 | -24.0% | 8,498 | -24.6% | 0.03% | -38.8% |
| Q3 2015 | $308,000 | +12.0% | 11,269 | +25.1% | 0.05% | +25.6% |
| Q2 2015 | $275,000 | +1.1% | 9,009 | +0.3% | 0.04% | -35.0% |
| Q1 2015 | $272,000 | -17.8% | 8,986 | -21.6% | 0.06% | -20.0% |
| Q4 2014 | $331,000 | -8.6% | 11,458 | -1.6% | 0.08% | +5.6% |
| Q3 2014 | $362,000 | -17.5% | 11,645 | -12.6% | 0.07% | -5.3% |
| Q2 2014 | $439,000 | +17.1% | 13,320 | +12.0% | 0.08% | +23.0% |
| Q1 2014 | $375,000 | +14.0% | 11,891 | +14.1% | 0.06% | +8.9% |
| Q4 2013 | $329,000 | +4.1% | 10,426 | +0.2% | 0.06% | -9.7% |
| Q3 2013 | $316,000 | -11.7% | 10,406 | -20.7% | 0.06% | -15.1% |
| Q2 2013 | $358,000 | – | 13,125 | – | 0.07% | – |
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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% |