SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 793 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $396,000 | +1.5% | 10,200 | +1.1% | 0.03% | -13.3% |
| Q3 2021 | $390,000 | -2.3% | 10,092 | -0.2% | 0.03% | -6.2% |
| Q2 2021 | $399,000 | +3.4% | 10,113 | -1.5% | 0.03% | -5.9% |
| Q1 2021 | $386,000 | +11.6% | 10,263 | +6.7% | 0.03% | +3.0% |
| Q4 2020 | $346,000 | +7.5% | 9,622 | -6.1% | 0.03% | -5.7% |
| Q3 2020 | $322,000 | +5.9% | 10,249 | +0.3% | 0.04% | 0.0% |
| Q2 2020 | $304,000 | +16.5% | 10,218 | +1.0% | 0.04% | +2.9% |
| Q1 2020 | $261,000 | -32.9% | 10,115 | -12.5% | 0.03% | -15.0% |
| Q4 2019 | $389,000 | -14.1% | 11,562 | -18.6% | 0.04% | -18.4% |
| Q3 2019 | $453,000 | -34.2% | 14,208 | -33.8% | 0.05% | -33.8% |
| Q2 2019 | $688,000 | +54.3% | 21,448 | +36.2% | 0.07% | -20.4% |
| Q4 2018 | $446,000 | +1927.3% | 15,747 | +2296.8% | 0.09% | +1450.0% |
| Q3 2017 | $22,000 | -99.9% | 657 | 0.0% | 0.01% | +20.0% |
| Q2 2017 | $21,000,000 | +5.0% | 657 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $20,000,000 | -23.1% | 657 | -31.3% | 0.01% | +20.0% |
| Q4 2016 | $26,000,000 | +92757.1% | 957 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $28,000 | +64.7% | 957 | +45.7% | 0.01% | 0.0% |
| Q2 2016 | $17,000 | 0.0% | 657 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $17,000 | -5.6% | 657 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $18,000 | +5.9% | 657 | 0.0% | 0.01% | +16.7% |
| Q3 2015 | $17,000 | -15.0% | 657 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $20,000 | +5.3% | 657 | 0.0% | 0.01% | +16.7% |
| Q1 2015 | $19,000 | 0.0% | 657 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $19,000 | – | 657 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |