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 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 195 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 195 | -22.3% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | -63.2% | 251 | -63.0% | 0.00% | -66.7% |
| Q4 2016 | $19,000 | +216.7% | 678 | +216.8% | 0.01% | +200.0% |
| Q3 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 214 | +282.1% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | -50.0% | 56 | -61.4% | 0.00% | -50.0% |
| Q1 2015 | $4,000 | 0.0% | 145 | +3.6% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | -42.9% | 140 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $7,000 | +600.0% | 140 | +636.8% | 0.00% | +200.0% |
| Q1 2014 | $1,000 | 0.0% | 19 | -90.3% | 0.00% | – |
| Q4 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | -100.0% |
| Q3 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $1,000 | – | 195 | – | 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% |