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 | $10,863,612 | +5.2% | 319,894 | +10.4% | 4.54% | +0.4% |
| Q2 2023 | $10,327,424 | +3.4% | 289,689 | +0.9% | 4.52% | -3.2% |
| Q1 2023 | $9,987,429 | +9.0% | 286,995 | +0.9% | 4.67% | -0.1% |
| Q4 2022 | $9,160,752 | +5.5% | 284,407 | -7.8% | 4.68% | +0.5% |
| Q3 2022 | $8,680,000 | +29.0% | 308,562 | +44.2% | 4.65% | +39.2% |
| Q2 2022 | $6,729,000 | -9.3% | 213,944 | +5.9% | 3.34% | +15.3% |
| Q1 2022 | $7,418,000 | +45.6% | 202,015 | +54.1% | 2.90% | +44.2% |
| Q4 2021 | $5,096,000 | +65.6% | 131,095 | +64.9% | 2.01% | +61.2% |
| Q3 2021 | $3,077,000 | +221.2% | 79,513 | +227.5% | 1.25% | +227.0% |
| Q2 2021 | $958,000 | +4.0% | 24,279 | -0.9% | 0.38% | -4.3% |
| Q1 2021 | $921,000 | +4.3% | 24,491 | -0.1% | 0.40% | +16.0% |
| Q4 2020 | $883,000 | +14.4% | 24,514 | -0.3% | 0.34% | -1.4% |
| Q3 2020 | $772,000 | +18.0% | 24,587 | +11.9% | 0.35% | +7.7% |
| Q2 2020 | $654,000 | +49.7% | 21,978 | +29.9% | 0.32% | -20.0% |
| Q1 2020 | $437,000 | -48.0% | 16,922 | -32.3% | 0.40% | +5.2% |
| Q4 2019 | $841,000 | +2.2% | 25,013 | -3.2% | 0.38% | -2.0% |
| Q3 2019 | $823,000 | -1.4% | 25,846 | -0.7% | 0.39% | +3.7% |
| Q2 2019 | $835,000 | -2.9% | 26,028 | -5.2% | 0.38% | -7.6% |
| Q1 2019 | $860,000 | +20.3% | 27,452 | +8.9% | 0.41% | +11.7% |
| Q4 2018 | $715,000 | -26.5% | 25,217 | -13.1% | 0.37% | -6.6% |
| Q3 2018 | $973,000 | +58.2% | 29,022 | +56.0% | 0.39% | +40.5% |
| Q2 2018 | $615,000 | -11.3% | 18,605 | -9.5% | 0.28% | -11.4% |
| Q1 2018 | $693,000 | -1.1% | 20,561 | -0.0% | 0.32% | +4.3% |
| Q4 2017 | $701,000 | -38.7% | 20,566 | -39.8% | 0.30% | -37.5% |
| Q3 2017 | $1,143,000 | +37.5% | 34,147 | +30.6% | 0.48% | +27.1% |
| Q2 2017 | $831,000 | +19.9% | 26,141 | +12.6% | 0.38% | +17.6% |
| Q1 2017 | $693,000 | +106.2% | 23,206 | +91.2% | 0.32% | +49.5% |
| Q4 2016 | $336,000 | +11.6% | 12,139 | +16.1% | 0.22% | +40.3% |
| Q3 2016 | $301,000 | +23.4% | 10,455 | +16.2% | 0.15% | +21.3% |
| Q2 2016 | $244,000 | +19.6% | 8,998 | +19.3% | 0.13% | +17.6% |
| Q1 2016 | $204,000 | -3.8% | 7,543 | -1.8% | 0.11% | -9.2% |
| Q4 2015 | $212,000 | -7.8% | 7,678 | -8.7% | 0.12% | -12.5% |
| Q3 2015 | $230,000 | -4.6% | 8,413 | +6.3% | 0.14% | -17.1% |
| Q2 2015 | $241,000 | +9.0% | 7,914 | +8.1% | 0.16% | +7.2% |
| Q1 2015 | $221,000 | – | 7,318 | – | 0.15% | – |
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% |