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 2022 | $268,000 | -9.5% | 9,520 | -0.2% | 0.20% | -7.5% |
| Q2 2022 | $296,000 | -15.4% | 9,540 | -0.1% | 0.21% | +13.3% |
| Q1 2022 | $350,000 | -50.4% | 9,545 | -47.1% | 0.19% | -26.6% |
| Q4 2021 | $705,000 | +0.6% | 18,045 | +0.1% | 0.26% | -4.8% |
| Q3 2021 | $701,000 | +33.3% | 18,031 | +34.7% | 0.27% | +32.5% |
| Q2 2021 | $526,000 | +9.8% | 13,391 | +5.9% | 0.20% | +5.2% |
| Q1 2021 | $479,000 | -5.3% | 12,643 | -9.9% | 0.19% | -12.7% |
| Q4 2020 | $506,000 | +18.2% | 14,028 | +3.4% | 0.22% | -6.4% |
| Q3 2020 | $428,000 | -6.3% | 13,573 | -11.7% | 0.24% | -26.2% |
| Q2 2020 | $457,000 | +14.0% | 15,373 | -1.0% | 0.32% | -23.1% |
| Q1 2020 | $401,000 | -99.9% | 15,529 | -2.8% | 0.42% | +58.2% |
| Q4 2019 | $537,138,000 | +102800.0% | 15,972 | -2.4% | 0.26% | -12.3% |
| Q3 2019 | $522,000 | +0.6% | 16,372 | +1.1% | 0.30% | +9.5% |
| Q2 2019 | $519,000 | -99.9% | 16,197 | -5.3% | 0.27% | -24.5% |
| Q4 2018 | $484,700,000 | +84049.3% | 17,097 | -0.6% | 0.36% | +28.7% |
| Q3 2018 | $576,000 | +15.0% | 17,207 | +13.5% | 0.28% | -8.7% |
| Q2 2018 | $501,000 | -6.9% | 15,167 | -5.0% | 0.31% | -12.2% |
| Q1 2018 | $538,000 | -23.8% | 15,960 | -23.0% | 0.35% | -15.0% |
| Q4 2017 | $706,000 | +1.7% | 20,738 | 0.0% | 0.41% | +0.2% |
| Q3 2017 | $694,000 | +5.3% | 20,738 | -0.1% | 0.41% | +8.7% |
| Q2 2017 | $659,000 | +8.6% | 20,758 | +2.0% | 0.38% | -9.3% |
| Q1 2017 | $607,000 | +7.8% | 20,350 | 0.0% | 0.42% | +30.1% |
| Q4 2016 | $563,000 | -99.9% | 20,350 | -30.3% | 0.32% | -39.0% |
| Q1 2016 | $779,402,000 | +97692.0% | 29,213 | +0.9% | 0.53% | +10.2% |
| Q4 2015 | $797,000 | +14.7% | 28,948 | +13.9% | 0.48% | +1.1% |
| Q3 2015 | $695,000 | -30.6% | 25,411 | -22.8% | 0.47% | +5.6% |
| Q2 2015 | $1,002,000 | -8.2% | 32,896 | -8.9% | 0.45% | -4.7% |
| Q1 2015 | $1,092,000 | +128.5% | 36,116 | +118.3% | 0.47% | +122.2% |
| Q4 2014 | $478,000 | -8.6% | 16,545 | -1.8% | 0.21% | -15.5% |
| Q3 2014 | $523,000 | -35.1% | 16,851 | -31.0% | 0.25% | -24.9% |
| Q2 2014 | $806,000 | -15.3% | 24,431 | -19.1% | 0.33% | -24.3% |
| Q1 2014 | $952,000 | -2.0% | 30,208 | -1.9% | 0.44% | +7.0% |
| Q4 2013 | $971,000 | +2.1% | 30,791 | -1.6% | 0.41% | -16.1% |
| Q3 2013 | $951,000 | +9.4% | 31,301 | -1.9% | 0.49% | -3.9% |
| Q2 2013 | $869,000 | – | 31,896 | – | 0.51% | – |
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% |