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 | $14,024,549 | -11.3% | 412,973 | -6.9% | 2.73% | -7.4% |
| Q2 2023 | $15,815,359 | -1.5% | 443,629 | -3.8% | 2.95% | -11.8% |
| Q1 2023 | $16,056,427 | +1.6% | 461,392 | -5.9% | 3.34% | -4.5% |
| Q4 2022 | $15,798,927 | +21.9% | 490,498 | +6.5% | 3.50% | +15.3% |
| Q3 2022 | $12,957,000 | -7.7% | 460,624 | +3.2% | 3.03% | -3.4% |
| Q2 2022 | $14,032,000 | -17.0% | 446,179 | -3.1% | 3.14% | -4.8% |
| Q1 2022 | $16,914,000 | -3.2% | 460,623 | +2.5% | 3.30% | +3.2% |
| Q4 2021 | $17,474,000 | +2.4% | 449,554 | +2.0% | 3.20% | -1.1% |
| Q3 2021 | $17,060,000 | +0.7% | 440,816 | +2.6% | 3.23% | -1.5% |
| Q2 2021 | $16,944,000 | +0.7% | 429,507 | -4.0% | 3.28% | -8.9% |
| Q1 2021 | $16,833,000 | -0.6% | 447,440 | -4.9% | 3.60% | -5.4% |
| Q4 2020 | $16,938,000 | +10.2% | 470,363 | -3.9% | 3.81% | +0.9% |
| Q3 2020 | $15,366,000 | +6.9% | 489,358 | +1.3% | 3.77% | +0.4% |
| Q2 2020 | $14,369,000 | +32.2% | 482,994 | +14.8% | 3.76% | +15.2% |
| Q1 2020 | $10,869,000 | -30.3% | 420,639 | -9.3% | 3.26% | -18.1% |
| Q4 2019 | $15,598,000 | +9.7% | 463,801 | +3.9% | 3.98% | +1.0% |
| Q3 2019 | $14,221,000 | +0.9% | 446,357 | +1.6% | 3.94% | -1.1% |
| Q2 2019 | $14,092,000 | -0.5% | 439,134 | -2.9% | 3.99% | -2.3% |
| Q1 2019 | $14,166,000 | +27.7% | 452,473 | +15.7% | 4.08% | +14.6% |
| Q4 2018 | $11,090,000 | -18.6% | 391,183 | -3.7% | 3.56% | -11.5% |
| Q3 2018 | $13,619,000 | +13.7% | 406,182 | +12.1% | 4.03% | +6.7% |
| Q2 2018 | $11,976,000 | – | 362,372 | – | 3.78% | – |
Download | ||||||
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% |