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 | $413,470 | -4.7% | 12,175 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $434,046 | +2.5% | 12,175 | +0.0% | 0.06% | -3.2% |
| Q1 2023 | $423,579 | +4242.6% | 12,171 | +3916.8% | 0.06% | +3050.0% |
| Q4 2022 | $9,754 | +21.9% | 303 | +2.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 297 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 297 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 295 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 294 | +2.4% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 287 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -15.4% | 285 | -18.3% | 0.00% | -33.3% |
| Q4 2020 | $13,000 | +116.7% | 349 | +71.9% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 203 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -99.7% | 202 | -99.7% | 0.00% | -99.8% |
| Q4 2019 | $1,956,000 | – | 58,180 | – | 0.99% | – |
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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% |