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 | $1,844,062 | -25.8% | 54,301 | -22.1% | 0.34% | -20.9% |
| Q2 2023 | $2,485,982 | -17.2% | 69,733 | -19.2% | 0.44% | -15.5% |
| Q1 2023 | $3,003,380 | +3.9% | 86,304 | -3.9% | 0.52% | +4.5% |
| Q4 2022 | $2,891,234 | +14.4% | 89,762 | -0.1% | 0.49% | +4.2% |
| Q3 2022 | $2,528,000 | +124.5% | 89,861 | +151.1% | 0.47% | +128.5% |
| Q2 2022 | $1,126,000 | -19.5% | 35,789 | -6.0% | 0.21% | -17.2% |
| Q1 2022 | $1,398,000 | -9.7% | 38,083 | -4.4% | 0.25% | -14.1% |
| Q4 2021 | $1,549,000 | +0.5% | 39,852 | 0.0% | 0.29% | -8.8% |
| Q3 2021 | $1,542,000 | -1.9% | 39,852 | 0.0% | 0.32% | -4.2% |
| Q2 2021 | $1,572,000 | +4.9% | 39,852 | +0.0% | 0.33% | -6.2% |
| Q1 2021 | $1,499,000 | +4.4% | 39,840 | -0.1% | 0.36% | -4.6% |
| Q4 2020 | $1,436,000 | +11.5% | 39,877 | -2.8% | 0.37% | +3.3% |
| Q3 2020 | $1,288,000 | -14.5% | 41,014 | -19.0% | 0.36% | -13.9% |
| Q2 2020 | $1,507,000 | -21.3% | 50,642 | -31.7% | 0.42% | -34.2% |
| Q1 2020 | $1,915,000 | -30.3% | 74,107 | -9.3% | 0.64% | +6.9% |
| Q4 2019 | $2,748,000 | -0.8% | 81,717 | -6.0% | 0.59% | -4.7% |
| Q3 2019 | $2,770,000 | -5.4% | 86,957 | -4.7% | 0.62% | -5.7% |
| Q2 2019 | $2,928,000 | +3.4% | 91,229 | +0.9% | 0.66% | -0.3% |
| Q1 2019 | $2,831,000 | +12.4% | 90,404 | +1.8% | 0.66% | -1.8% |
| Q4 2018 | $2,518,000 | -5.2% | 88,808 | +12.1% | 0.68% | +3.4% |
| Q3 2018 | $2,655,000 | +1.5% | 79,195 | +0.0% | 0.65% | +5.8% |
| Q2 2018 | $2,617,000 | +5.0% | 79,192 | +7.1% | 0.62% | -2.4% |
| Q1 2018 | $2,492,000 | +28.7% | 73,919 | +30.1% | 0.63% | +12.5% |
| Q4 2017 | $1,936,000 | +2.5% | 56,831 | +0.7% | 0.56% | -7.7% |
| Q3 2017 | $1,889,000 | +17.8% | 56,428 | +11.8% | 0.61% | +3.2% |
| Q2 2017 | $1,603,000 | +48.6% | 50,453 | +39.7% | 0.59% | +37.2% |
| Q1 2017 | $1,079,000 | +649.3% | 36,123 | +594.7% | 0.43% | +430.9% |
| Q4 2016 | $144,000 | – | 5,200 | – | 0.08% | – |
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% |