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 | $9,289,192 | +6.6% | 273,533 | +11.9% | 0.14% | +5.8% |
| Q2 2023 | $8,714,198 | +3.5% | 244,438 | +1.1% | 0.14% | -2.1% |
| Q1 2023 | $8,415,790 | +27.1% | 241,833 | +17.6% | 0.14% | +16.7% |
| Q4 2022 | $6,622,175 | -13.4% | 205,594 | -24.4% | 0.12% | -40.6% |
| Q3 2022 | $7,651,000 | -6.5% | 272,004 | +4.5% | 0.20% | +8.6% |
| Q2 2022 | $8,186,000 | -15.2% | 260,283 | -1.0% | 0.19% | -3.6% |
| Q1 2022 | $9,658,000 | -1.6% | 263,005 | +4.2% | 0.19% | -3.0% |
| Q4 2021 | $9,815,000 | -38.1% | 252,520 | -38.4% | 0.20% | -35.6% |
| Q3 2021 | $15,856,000 | +76.9% | 409,726 | +80.4% | 0.31% | +45.8% |
| Q2 2021 | $8,962,000 | +22.6% | 227,168 | +16.9% | 0.21% | +5.5% |
| Q1 2021 | $7,309,000 | -8.2% | 194,285 | -12.2% | 0.20% | -21.2% |
| Q4 2020 | $7,965,000 | +21.2% | 221,197 | +5.7% | 0.26% | +3.2% |
| Q3 2020 | $6,572,000 | +18.7% | 209,299 | +12.5% | 0.25% | +4.7% |
| Q2 2020 | $5,536,000 | +18.5% | 186,069 | +1.2% | 0.24% | -6.0% |
| Q1 2020 | $4,673,000 | -21.1% | 183,906 | +4.3% | 0.25% | -0.8% |
| Q4 2019 | $5,925,000 | +7.0% | 176,405 | +1.5% | 0.25% | +3.3% |
| Q3 2019 | $5,538,000 | +3.6% | 173,793 | +4.3% | 0.24% | +2.9% |
| Q2 2019 | $5,346,000 | +4.3% | 166,638 | +2.0% | 0.24% | -6.7% |
| Q1 2019 | $5,127,000 | +14.5% | 163,395 | +3.4% | 0.26% | -2.7% |
| Q4 2018 | $4,477,000 | -10.1% | 157,949 | +6.5% | 0.26% | +7.4% |
| Q3 2018 | $4,980,000 | +13.1% | 148,358 | +11.3% | 0.24% | -3.9% |
| Q2 2018 | $4,403,000 | -4.2% | 133,333 | -2.4% | 0.25% | -8.3% |
| Q1 2018 | $4,598,000 | -2.9% | 136,552 | -1.7% | 0.28% | -4.2% |
| Q4 2017 | $4,735,000 | +19.6% | 138,852 | +17.5% | 0.29% | +20.9% |
| Q3 2017 | $3,958,000 | +6.5% | 118,203 | +1.0% | 0.24% | +2.6% |
| Q2 2017 | $3,717,000 | +1375.0% | 116,984 | +1151.6% | 0.23% | +1065.0% |
| Q2 2016 | $252,000 | – | 9,347 | – | 0.02% | – |
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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% |