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 | $26,811,998 | +14011.6% | 789,517 | +12954.2% | 9.18% | +12833.8% |
| Q2 2022 | $190,000 | -99.1% | 6,048 | -99.0% | 0.07% | -98.0% |
| Q1 2022 | $21,738,000 | -3.0% | 591,982 | +2.7% | 3.52% | +2.6% |
| Q4 2021 | $22,404,000 | -28.0% | 576,386 | -28.3% | 3.44% | -35.0% |
| Q3 2021 | $31,107,000 | +48.7% | 803,803 | +51.6% | 5.28% | +37.9% |
| Q2 2021 | $20,913,000 | -0.7% | 530,124 | -5.3% | 3.83% | -8.7% |
| Q1 2021 | $21,067,000 | -6.9% | 559,988 | -10.9% | 4.19% | -14.4% |
| Q4 2020 | $22,631,000 | +15.3% | 628,476 | +0.5% | 4.90% | +4.1% |
| Q3 2020 | $19,631,000 | +25.7% | 625,199 | +19.1% | 4.71% | +16.9% |
| Q2 2020 | $15,615,000 | +13.8% | 524,861 | -1.2% | 4.02% | -6.4% |
| Q1 2020 | $13,727,000 | -21.8% | 531,248 | +1.7% | 4.30% | -22.0% |
| Q4 2019 | $17,563,000 | +4.6% | 522,229 | -0.9% | 5.51% | -17.2% |
| Q3 2019 | $16,791,000 | +7.0% | 527,016 | +7.7% | 6.66% | +3.8% |
| Q2 2019 | $15,697,000 | +5.3% | 489,170 | +2.7% | 6.41% | +17.2% |
| Q1 2019 | $14,914,000 | +12.1% | 476,338 | +1.5% | 5.47% | -16.4% |
| Q4 2018 | $13,301,000 | -15.3% | 469,175 | +0.2% | 6.54% | +8.7% |
| Q3 2018 | $15,699,000 | +8.1% | 468,196 | +6.6% | 6.02% | -1.1% |
| Q2 2018 | $14,516,000 | +12098.3% | 439,216 | +12367.1% | 6.09% | +11383.0% |
| Q1 2018 | $119,000 | -11.9% | 3,523 | -11.4% | 0.05% | -19.7% |
| Q4 2017 | $135,000 | -65.6% | 3,976 | -66.1% | 0.07% | -67.0% |
| Q3 2017 | $392,000 | -26.0% | 11,716 | -29.8% | 0.20% | -28.3% |
| Q2 2017 | $530,000 | -96.5% | 16,687 | -96.8% | 0.28% | -97.1% |
| Q1 2017 | $15,343,000 | +14.5% | 513,676 | +6.1% | 9.66% | +9.4% |
| Q4 2016 | $13,405,000 | +3363.8% | 484,275 | +3499.5% | 8.84% | +3161.3% |
| Q3 2016 | $387,000 | -29.1% | 13,454 | -33.3% | 0.27% | -30.7% |
| Q2 2016 | $546,000 | -28.3% | 20,158 | -28.3% | 0.39% | -24.7% |
| Q1 2016 | $762,000 | +7.0% | 28,120 | +8.8% | 0.52% | +1.0% |
| Q4 2015 | $712,000 | -91.3% | 25,844 | -91.4% | 0.51% | -92.0% |
| Q3 2015 | $8,211,000 | -13.5% | 299,986 | -3.7% | 6.42% | -3.6% |
| Q2 2015 | $9,495,000 | -1.4% | 311,608 | -2.2% | 6.66% | -6.6% |
| Q1 2015 | $9,631,000 | +1975.6% | 318,579 | +1886.0% | 7.13% | +2029.6% |
| Q4 2014 | $464,000 | -5.9% | 16,041 | +1.0% | 0.34% | -10.4% |
| Q3 2014 | $493,000 | -5.9% | 15,890 | 0.0% | 0.37% | -6.3% |
| Q2 2014 | $524,000 | +4.4% | 15,890 | -0.4% | 0.40% | -2.9% |
| Q1 2014 | $502,000 | +0.6% | 15,951 | +0.8% | 0.41% | +1.0% |
| Q4 2013 | $499,000 | – | 15,821 | – | 0.41% | – |
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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% |