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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,106,000 | +9.6% | 215,462 | +4.9% | 0.37% | -16.6% |
| Q4 2020 | $7,398,000 | +12.8% | 205,434 | -1.7% | 0.45% | +2.5% |
| Q3 2020 | $6,560,000 | +1.9% | 208,913 | -3.5% | 0.44% | -2.5% |
| Q2 2020 | $6,438,000 | +13.9% | 216,410 | -1.1% | 0.45% | -17.7% |
| Q1 2020 | $5,653,000 | -19.2% | 218,758 | +5.1% | 0.54% | +15.3% |
| Q4 2019 | $6,998,000 | +8.7% | 208,090 | +3.0% | 0.47% | +4.9% |
| Q3 2019 | $6,436,000 | +1.5% | 201,999 | +2.3% | 0.45% | +2.3% |
| Q2 2019 | $6,339,000 | +0.6% | 197,552 | -1.8% | 0.44% | -0.5% |
| Q1 2019 | $6,302,000 | +18.0% | 201,275 | +6.9% | 0.44% | +10.2% |
| Q4 2018 | $5,340,000 | -7.8% | 188,348 | +9.1% | 0.40% | +0.3% |
| Q3 2018 | $5,789,000 | +3.7% | 172,652 | +2.2% | 0.40% | +18.4% |
| Q2 2018 | $5,582,000 | -3.3% | 168,896 | -1.4% | 0.34% | -1.7% |
| Q1 2018 | $5,775,000 | +8.4% | 171,309 | +9.5% | 0.34% | +10.3% |
| Q4 2017 | $5,329,000 | +9.7% | 156,421 | +7.7% | 0.31% | +3.7% |
| Q3 2017 | $4,859,000 | +10.0% | 145,179 | +4.4% | 0.30% | +6.8% |
| Q2 2017 | $4,419,000 | +9.5% | 139,042 | +2.9% | 0.28% | +6.4% |
| Q1 2017 | $4,035,000 | +34.2% | 135,074 | +24.3% | 0.26% | +29.4% |
| Q4 2016 | $3,007,000 | -88.4% | 108,636 | -76.3% | 0.20% | -90.6% |
| Q3 2016 | $25,932,000 | +69.9% | 459,306 | +53.7% | 2.17% | +84.8% |
| Q2 2016 | $15,267,000 | -0.4% | 298,885 | -46.0% | 1.17% | -19.5% |
| Q1 2016 | $15,335,000 | +3.6% | 553,882 | +79.7% | 1.46% | +9.7% |
| Q4 2015 | $14,804,000 | +1.4% | 308,153 | +4.4% | 1.33% | -14.5% |
| Q3 2015 | $14,603,000 | -5.2% | 295,025 | -1.4% | 1.56% | +3.6% |
| Q2 2015 | $15,406,000 | +1358.9% | 299,223 | +756.3% | 1.50% | +1480.0% |
| Q1 2015 | $1,056,000 | +107.9% | 34,945 | +98.5% | 0.10% | +106.5% |
| Q4 2014 | $508,000 | +34.7% | 17,602 | +46.9% | 0.05% | +21.1% |
| Q1 2014 | $377,000 | +14.9% | 11,980 | +14.9% | 0.04% | -2.6% |
| Q4 2013 | $328,000 | +11.2% | 10,424 | +7.0% | 0.04% | +11.4% |
| Q3 2013 | $295,000 | +23.4% | 9,738 | +11.2% | 0.04% | +9.4% |
| Q2 2013 | $239,000 | – | 8,757 | – | 0.03% | – |
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% |