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 2022 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 72 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -99.9% | 72 | 0.0% | 0.00% | – |
| Q3 2021 | $2,786,000 | -1.9% | 72 | 0.0% | 0.00% | – |
| Q2 2021 | $2,840,000 | -70.0% | 72 | -71.4% | 0.00% | -100.0% |
| Q1 2021 | $9,480,000 | +30480.6% | 252 | -71.1% | 0.00% | -50.0% |
| Q4 2020 | $31,000 | -99.9% | 871 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $27,349,000 | +5.4% | 871 | -40.1% | 0.00% | 0.0% |
| Q2 2020 | $25,937,000 | -19.2% | 1,454 | +17.0% | 0.00% | -33.3% |
| Q1 2020 | $32,117,000 | -28.9% | 1,243 | -7.4% | 0.01% | 0.0% |
| Q4 2019 | $45,162,000 | +79131.6% | 1,343 | -26.0% | 0.01% | -25.0% |
| Q3 2019 | $57,000 | -100.0% | 1,815 | -60.2% | 0.01% | -63.6% |
| Q2 2019 | $146,298,000 | +4876500.0% | 4,559 | +3830.2% | 0.02% | +2100.0% |
| Q4 2018 | $3,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | – | 116 | – | 0.00% | – |
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% |