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 | $302,743 | +2.6% | 8,915 | +7.7% | 0.02% | 0.0% |
| Q2 2023 | $295,207 | +2.9% | 8,281 | +0.5% | 0.02% | -4.3% |
| Q1 2023 | $286,811 | +13.7% | 8,242 | +5.3% | 0.02% | +4.5% |
| Q4 2022 | $252,163 | -10.9% | 7,829 | -22.3% | 0.02% | -15.4% |
| Q3 2022 | $283,000 | -53.8% | 10,074 | -48.3% | 0.03% | -50.9% |
| Q2 2022 | $613,000 | -14.4% | 19,499 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $716,000 | -5.5% | 19,499 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $758,000 | +0.4% | 19,499 | 0.0% | 0.05% | -8.5% |
| Q3 2021 | $755,000 | -1.8% | 19,499 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $769,000 | +4.8% | 19,499 | 0.0% | 0.06% | -6.1% |
| Q1 2021 | $734,000 | +4.6% | 19,499 | 0.0% | 0.07% | -7.0% |
| Q4 2020 | $702,000 | +179.7% | 19,499 | +156.6% | 0.07% | +6.0% |
| Q2 2014 | $251,000 | – | 7,600 | – | 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% |