NewFocus Financial Group, LLC - SCHWAB STRATEGIC TR ownership

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
NewFocus Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$5,114,000
+3.2%
142,013
-10.0%
1.50%
-8.8%
Q3 2020$4,954,000
-21.4%
157,764
-25.6%
1.65%
-27.0%
Q2 2020$6,306,000
-11.7%
211,965
-23.3%
2.26%
-31.4%
Q1 2020$7,144,000276,4613.30%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,467,429$77,897,00022.79%
Matrix Trust Co 1,941,519$60,964,00017.90%
SVB Investment Services Inc. 597,378$18,758,00015.90%
APPLETON GROUP, LLC 275,980$8,666,00013.57%
JBJ Investment Partners, LLC 1,550,230$48,677,00012.73%
Evergreen Advisors, LLC 855,063$26,849,00012.27%
Personal Capital Advisors Corp 49,196,217$1,544,761,00011.64%
Northwest Capital Management Inc 421,648$13,240,00010.96%
Adams Chetwood Wealth Management LLC 331,495$10,409,00010.02%
Callan Capital, LLC 1,371,168$43,055,0009.66%
View complete list of SCHWAB STRATEGIC TR shareholders