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 2022 | $322,000 | -22.8% | 10,238 | -9.8% | 0.19% | -6.8% |
| Q1 2022 | $417,000 | -8.6% | 11,355 | -3.3% | 0.21% | +12.5% |
| Q4 2021 | $456,000 | +11.8% | 11,741 | +11.5% | 0.18% | -12.0% |
| Q3 2021 | $408,000 | +8.5% | 10,532 | +10.4% | 0.21% | +37.5% |
| Q2 2021 | $376,000 | +5.6% | 9,536 | +0.8% | 0.15% | +2.7% |
| Q1 2021 | $356,000 | -12.3% | 9,461 | -16.0% | 0.15% | -30.2% |
| Q4 2020 | $406,000 | +13.4% | 11,264 | -1.1% | 0.21% | -5.4% |
| Q3 2020 | $358,000 | +9.1% | 11,393 | +3.4% | 0.22% | +6.2% |
| Q2 2020 | $328,000 | +47.7% | 11,018 | +28.2% | 0.21% | +71.5% |
| Q1 2020 | $222,000 | -30.0% | 8,595 | -15.1% | 0.12% | -6.8% |
| Q1 2019 | $317,000 | -8.1% | 10,121 | -16.7% | 0.13% | -18.0% |
| Q4 2018 | $345,000 | – | 12,153 | – | 0.16% | – |
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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% |