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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,380 | -14.2% | 5,727 | -16.2% | 0.01% | -20.0% |
| Q1 2023 | $238,074 | +52.6% | 6,834 | +38.0% | 0.01% | +25.0% |
| Q2 2022 | $156,000 | -17.5% | 4,952 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $189,000 | -17.8% | 5,139 | -11.6% | 0.01% | -33.3% |
| Q2 2021 | $230,000 | +2.7% | 5,816 | -2.0% | 0.01% | -7.7% |
| Q1 2021 | $224,000 | -14.5% | 5,932 | -18.4% | 0.01% | -27.8% |
| Q4 2020 | $262,000 | +20.7% | 7,271 | -0.1% | 0.02% | -5.3% |
| Q2 2020 | $217,000 | -5.7% | 7,279 | +6.5% | 0.02% | +5.6% |
| Q4 2019 | $230,000 | +9.5% | 6,835 | +3.7% | 0.02% | -18.2% |
| Q3 2019 | $210,000 | – | 6,588 | – | 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% |