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 | $236,905 | -26.8% | 6,976 | -23.1% | 0.00% | -100.0% |
| Q2 2023 | $323,488 | -58.9% | 9,074 | -59.9% | 0.00% | 0.0% |
| Q1 2023 | $787,757 | +21.8% | 22,637 | +12.8% | 0.00% | 0.0% |
| Q4 2022 | $646,542 | -25.4% | 20,073 | -34.9% | 0.00% | -50.0% |
| Q3 2022 | $867,000 | -21.8% | 30,817 | -12.5% | 0.00% | 0.0% |
| Q2 2022 | $1,108,000 | -3.4% | 35,231 | +12.9% | 0.00% | 0.0% |
| Q1 2022 | $1,147,000 | -69.1% | 31,216 | -67.3% | 0.00% | -60.0% |
| Q4 2021 | $3,715,000 | +2.1% | 95,577 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $3,637,000 | -2.6% | 93,966 | -0.7% | 0.01% | -16.7% |
| Q2 2021 | $3,733,000 | -69.4% | 94,632 | -53.0% | 0.01% | -71.4% |
| Q1 2021 | $12,195,000 | +168.2% | 201,184 | +59.4% | 0.02% | +162.5% |
| Q4 2020 | $4,547,000 | +32.6% | 126,247 | +15.6% | 0.01% | +14.3% |
| Q3 2020 | $3,428,000 | -2.9% | 109,179 | -7.9% | 0.01% | -12.5% |
| Q2 2020 | $3,529,000 | -33.6% | 118,599 | -42.3% | 0.01% | -50.0% |
| Q1 2020 | $5,313,000 | -74.2% | 205,619 | -66.4% | 0.02% | -69.2% |
| Q4 2019 | $20,597,000 | -3.3% | 612,449 | -8.4% | 0.05% | -13.3% |
| Q3 2019 | $21,297,000 | -1.0% | 668,451 | -0.3% | 0.06% | -3.2% |
| Q2 2019 | $21,508,000 | +2.8% | 670,239 | +0.3% | 0.06% | +5.1% |
| Q1 2019 | $20,918,000 | +67377.4% | 668,069 | +68419.9% | 0.06% | – |
| Q1 2014 | $31,000 | – | 975 | – | 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% |