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 | $7,002,036 | +4.3% | 206,185 | +9.5% | 0.65% | +9.6% |
| Q2 2023 | $6,713,957 | +13.9% | 188,330 | +11.2% | 0.59% | +7.6% |
| Q1 2023 | $5,894,377 | +29.5% | 169,379 | +19.8% | 0.55% | +21.4% |
| Q4 2022 | $4,552,969 | +11.6% | 141,353 | -2.5% | 0.45% | +1.3% |
| Q3 2022 | $4,080,000 | -12.1% | 145,027 | -1.7% | 0.45% | -7.5% |
| Q2 2022 | $4,640,000 | -18.4% | 147,528 | -4.8% | 0.48% | -0.8% |
| Q1 2022 | $5,688,000 | -6.1% | 154,899 | -0.6% | 0.49% | -3.4% |
| Q4 2021 | $6,059,000 | +2.3% | 155,877 | +1.8% | 0.50% | -10.3% |
| Q3 2021 | $5,925,000 | -2.0% | 153,111 | -0.1% | 0.56% | +19.6% |
| Q2 2021 | $6,044,000 | +10.6% | 153,214 | +5.5% | 0.47% | -15.3% |
| Q1 2021 | $5,463,000 | +13.9% | 145,216 | +9.0% | 0.56% | +0.4% |
| Q4 2020 | $4,796,000 | +13.5% | 133,180 | -1.0% | 0.55% | -11.1% |
| Q3 2020 | $4,226,000 | +33.1% | 134,584 | +26.1% | 0.62% | +17.1% |
| Q2 2020 | $3,175,000 | +14.2% | 106,739 | -0.8% | 0.53% | -4.3% |
| Q1 2020 | $2,780,000 | -25.6% | 107,584 | -3.2% | 0.56% | -6.6% |
| Q4 2019 | $3,736,000 | +6.3% | 111,089 | +0.7% | 0.59% | -1.0% |
| Q3 2019 | $3,515,000 | -1.3% | 110,325 | -0.6% | 0.60% | -2.9% |
| Q2 2019 | $3,562,000 | +3.5% | 111,010 | +1.0% | 0.62% | +1.8% |
| Q1 2019 | $3,442,000 | +18.5% | 109,917 | +7.3% | 0.61% | +2.2% |
| Q4 2018 | $2,905,000 | -7.7% | 102,455 | +9.1% | 0.59% | 0.0% |
| Q3 2018 | $3,148,000 | +1.5% | 93,897 | +0.0% | 0.59% | -5.1% |
| Q2 2018 | $3,103,000 | -2.0% | 93,883 | -0.1% | 0.63% | -2.5% |
| Q1 2018 | $3,166,000 | +5.9% | 93,931 | +7.0% | 0.64% | +8.6% |
| Q4 2017 | $2,991,000 | – | 87,799 | – | 0.59% | – |
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% |