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 | $1,872,691 | +0.4% | 55,144 | +5.4% | 0.39% | +7.5% |
| Q2 2023 | $1,864,424 | +8.5% | 52,298 | +5.9% | 0.36% | +6.8% |
| Q1 2023 | $1,719,155 | +12.4% | 49,401 | +4.0% | 0.34% | +8.0% |
| Q4 2022 | $1,529,878 | -35.1% | 47,497 | -43.3% | 0.31% | -41.0% |
| Q3 2022 | $2,357,000 | +343.0% | 83,802 | +395.1% | 0.53% | +388.0% |
| Q2 2022 | $532,000 | -87.7% | 16,927 | -85.6% | 0.11% | -85.2% |
| Q1 2022 | $4,311,000 | -7.8% | 117,396 | -2.4% | 0.73% | -8.5% |
| Q4 2021 | $4,677,000 | -1.8% | 120,314 | -2.2% | 0.80% | -2.8% |
| Q3 2021 | $4,762,000 | -1.7% | 123,056 | +0.3% | 0.82% | -4.5% |
| Q2 2021 | $4,842,000 | +5.5% | 122,747 | +0.6% | 0.86% | -2.5% |
| Q1 2021 | $4,589,000 | -11.3% | 121,995 | -15.0% | 0.88% | -15.0% |
| Q4 2020 | $5,171,000 | +20.5% | 143,595 | +5.0% | 1.04% | +9.6% |
| Q3 2020 | $4,293,000 | -23.4% | 136,733 | -27.5% | 0.95% | -30.1% |
| Q2 2020 | $5,607,000 | -12.7% | 188,475 | -24.1% | 1.35% | -20.8% |
| Q1 2020 | $6,420,000 | +5.0% | 248,442 | +36.7% | 1.71% | +23.5% |
| Q4 2019 | $6,113,000 | +12.7% | 181,763 | +6.8% | 1.38% | +3.0% |
| Q3 2019 | $5,423,000 | +16.0% | 170,205 | +16.8% | 1.34% | +3.9% |
| Q2 2019 | $4,676,000 | +6.8% | 145,701 | +4.2% | 1.29% | +10.8% |
| Q1 2019 | $4,378,000 | -11.4% | 139,841 | -19.7% | 1.17% | -30.0% |
| Q4 2018 | $4,939,000 | +207.3% | 174,202 | +263.5% | 1.67% | +269.6% |
| Q3 2018 | $1,607,000 | +4.4% | 47,920 | +2.9% | 0.45% | -7.6% |
| Q2 2018 | $1,540,000 | +411.6% | 46,592 | +421.7% | 0.49% | +424.7% |
| Q1 2018 | $301,000 | +3.1% | 8,931 | +4.3% | 0.09% | +9.4% |
| Q4 2017 | $292,000 | +1.7% | 8,559 | -0.3% | 0.08% | -25.4% |
| Q3 2017 | $287,000 | +5.1% | 8,589 | -0.1% | 0.11% | +18.8% |
| Q2 2017 | $273,000 | +18.7% | 8,601 | +11.9% | 0.10% | +17.1% |
| Q1 2017 | $230,000 | -41.3% | 7,684 | -45.8% | 0.08% | -40.1% |
| Q4 2016 | $392,000 | 0.0% | 14,170 | +4.0% | 0.14% | +7.0% |
| Q3 2016 | $392,000 | +1.6% | 13,620 | -4.4% | 0.13% | -11.7% |
| Q2 2016 | $386,000 | -2.0% | 14,242 | -2.0% | 0.14% | +15.1% |
| Q1 2016 | $394,000 | -92.2% | 14,535 | -92.0% | 0.13% | -93.6% |
| Q4 2015 | $5,031,000 | – | 182,542 | – | 1.97% | – |
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% |