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 | $355,000 | +0.9% | 11,296 | +17.7% | 0.13% | +15.3% |
| Q1 2022 | $352,000 | -5.6% | 9,596 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $373,000 | -75.9% | 9,596 | -76.0% | 0.11% | -76.6% |
| Q3 2021 | $1,547,000 | -1.9% | 39,979 | 0.0% | 0.48% | -4.0% |
| Q2 2021 | $1,577,000 | +4.9% | 39,979 | 0.0% | 0.50% | -3.1% |
| Q1 2021 | $1,504,000 | +4.4% | 39,979 | 0.0% | 0.52% | -3.9% |
| Q4 2020 | $1,440,000 | +14.3% | 39,979 | -0.3% | 0.54% | -2.7% |
| Q3 2020 | $1,260,000 | -4.3% | 40,119 | -9.3% | 0.56% | -9.5% |
| Q2 2020 | $1,317,000 | +15.1% | 44,255 | 0.0% | 0.61% | -1.3% |
| Q1 2020 | $1,144,000 | – | 44,255 | – | 0.62% | – |
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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% |