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 | $364,000 | +76.7% | 7,595 | +35.1% | 0.04% | +117.6% |
| Q1 2022 | $206,000 | -47.4% | 5,621 | -43.8% | 0.02% | -48.5% |
| Q4 2021 | $392,000 | +31.1% | 10,001 | +29.4% | 0.03% | 0.0% |
| Q3 2021 | $299,000 | +2.4% | 7,727 | +0.2% | 0.03% | -10.8% |
| Q1 2021 | $292,000 | +5.4% | 7,715 | +0.9% | 0.04% | -5.1% |
| Q4 2020 | $277,000 | +10.8% | 7,647 | -3.1% | 0.04% | +2.6% |
| Q3 2020 | $250,000 | +2.5% | 7,889 | -4.0% | 0.04% | -9.5% |
| Q2 2020 | $244,000 | -39.8% | 8,218 | -42.5% | 0.04% | -57.1% |
| Q4 2018 | $405,000 | -3.6% | 14,293 | +14.2% | 0.10% | +5.4% |
| Q3 2018 | $420,000 | +1.4% | 12,512 | 0.0% | 0.09% | -6.1% |
| Q2 2018 | $414,000 | +22.8% | 12,512 | +25.3% | 0.10% | -11.6% |
| Q1 2018 | $337,000 | – | 9,987 | – | 0.11% | – |
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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% |