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 | $9,462,190 | -6.6% | 278,627 | -1.9% | 2.80% | -0.9% |
| Q2 2023 | $10,127,422 | +1.8% | 284,079 | -0.6% | 2.82% | -0.2% |
| Q1 2023 | $9,945,741 | +0.1% | 285,797 | -7.3% | 2.83% | +4.5% |
| Q4 2022 | $9,935,767 | +46.3% | 308,468 | +27.8% | 2.71% | +54.2% |
| Q3 2022 | $6,792,000 | +23.4% | 241,440 | +37.9% | 1.76% | +27.6% |
| Q2 2022 | $5,505,000 | +98.8% | 175,033 | +132.1% | 1.38% | +128.6% |
| Q1 2022 | $2,769,000 | -3.9% | 75,429 | +1.8% | 0.60% | -2.0% |
| Q4 2021 | $2,881,000 | +3.1% | 74,121 | +2.6% | 0.61% | -3.2% |
| Q3 2021 | $2,795,000 | -1.9% | 72,222 | -0.0% | 0.63% | -2.8% |
| Q2 2021 | $2,850,000 | +0.3% | 72,255 | -4.3% | 0.65% | -5.0% |
| Q1 2021 | $2,841,000 | +4.4% | 75,524 | 0.0% | 0.69% | -1.4% |
| Q4 2020 | $2,720,000 | +8.9% | 75,524 | -5.1% | 0.70% | -3.6% |
| Q3 2020 | $2,498,000 | +3.1% | 79,569 | -2.3% | 0.72% | -1.1% |
| Q2 2020 | $2,422,000 | – | 81,411 | – | 0.73% | – |
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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% |