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 | $9,297,009 | -5.2% | 273,764 | -0.5% | 0.20% | +15.3% |
| Q2 2023 | $9,809,614 | -17.4% | 275,165 | -19.3% | 0.18% | +6.6% |
| Q1 2023 | $11,872,854 | -12.9% | 341,174 | -19.4% | 0.17% | -9.8% |
| Q4 2022 | $13,637,230 | -10.7% | 423,385 | -22.0% | 0.18% | -17.5% |
| Q3 2022 | $15,271,000 | +1173.6% | 542,878 | +1323.7% | 0.22% | +1138.9% |
| Q2 2022 | $1,199,000 | +13.8% | 38,131 | +32.7% | 0.02% | +28.6% |
| Q1 2022 | $1,054,000 | -23.4% | 28,728 | -18.8% | 0.01% | -39.1% |
| Q4 2021 | $1,376,000 | +37.2% | 35,394 | +36.6% | 0.02% | +76.9% |
| Q3 2021 | $1,003,000 | -4.2% | 25,911 | -2.3% | 0.01% | 0.0% |
| Q2 2021 | $1,047,000 | +24.6% | 26,534 | +18.8% | 0.01% | +8.3% |
| Q1 2021 | $840,000 | +1.1% | 22,329 | -3.2% | 0.01% | 0.0% |
| Q4 2020 | $831,000 | +75.7% | 23,070 | +53.0% | 0.01% | +50.0% |
| Q3 2020 | $473,000 | -28.1% | 15,074 | -23.0% | 0.01% | -33.3% |
| Q4 2019 | $658,000 | -2.7% | 19,580 | -7.8% | 0.01% | -7.7% |
| Q3 2019 | $676,000 | -15.4% | 21,227 | -14.7% | 0.01% | -51.9% |
| Q2 2019 | $799,000 | – | 24,891 | – | 0.03% | – |
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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% |