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 2020 | $5,972,000 | +4.3% | 190,204 | -1.2% | 5.53% | -1.8% |
| Q2 2020 | $5,725,000 | -27.8% | 192,424 | -18.6% | 5.63% | -22.2% |
| Q3 2018 | $7,924,000 | +686.9% | 236,326 | +699.4% | 7.24% | +705.2% |
| Q4 2017 | $1,007,000 | +361.9% | 29,562 | +354.8% | 0.90% | +495.4% |
| Q3 2017 | $218,000 | -63.7% | 6,500 | -65.6% | 0.15% | -66.0% |
| Q2 2017 | $601,000 | -77.0% | 18,905 | -78.4% | 0.44% | -75.4% |
| Q1 2017 | $2,610,000 | -21.2% | 87,393 | -27.0% | 1.81% | -28.4% |
| Q4 2016 | $3,312,000 | -32.5% | 119,641 | -29.8% | 2.53% | -33.1% |
| Q3 2016 | $4,907,000 | +1801.9% | 170,438 | +1694.1% | 3.77% | +1723.2% |
| Q1 2016 | $258,000 | -86.8% | 9,500 | -86.6% | 0.21% | -88.3% |
| Q4 2015 | $1,954,000 | -44.9% | 70,890 | -39.6% | 1.76% | -38.6% |
| Q1 2015 | $3,548,000 | +53.5% | 117,380 | +46.9% | 2.87% | +61.4% |
| Q4 2014 | $2,311,000 | +73.0% | 79,930 | +88.5% | 1.78% | +64.5% |
| Q1 2014 | $1,336,000 | +365.5% | 42,400 | +365.4% | 1.08% | +346.3% |
| Q4 2013 | $287,000 | -92.7% | 9,111 | -92.9% | 0.24% | -93.8% |
| Q3 2013 | $3,925,000 | – | 129,140 | – | 3.87% | – |
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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% |