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 2021 | $2,565,000 | -31.6% | 66,291 | -30.3% | 0.11% | -30.4% |
| Q2 2021 | $3,750,000 | +4.9% | 95,065 | 0.0% | 0.16% | -2.4% |
| Q1 2021 | $3,576,000 | +4.5% | 95,065 | 0.0% | 0.16% | -3.5% |
| Q4 2020 | $3,423,000 | +14.7% | 95,065 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $2,985,000 | +5.6% | 95,065 | 0.0% | 0.17% | -3.4% |
| Q2 2020 | $2,828,000 | +15.1% | 95,065 | 0.0% | 0.17% | -4.4% |
| Q1 2020 | $2,456,000 | -23.2% | 95,065 | 0.0% | 0.18% | -2.2% |
| Q4 2019 | $3,197,000 | +5.5% | 95,065 | 0.0% | 0.19% | -2.1% |
| Q3 2019 | $3,029,000 | -0.7% | 95,065 | 0.0% | 0.19% | -12.4% |
| Q2 2019 | $3,051,000 | -5.2% | 95,065 | -7.6% | 0.22% | -3.1% |
| Q1 2019 | $3,220,000 | – | 102,848 | – | 0.22% | – |
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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% |