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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $309,000 | -97.4% | 8,586 | -97.9% | 0.04% | -98.0% |
| Q2 2020 | $11,891,000 | +0.9% | 399,712 | -12.3% | 2.00% | -8.9% |
| Q1 2020 | $11,783,000 | -24.5% | 456,011 | -1.8% | 2.20% | -7.3% |
| Q4 2019 | $15,615,000 | +6.0% | 464,329 | +0.4% | 2.37% | -1.2% |
| Q3 2019 | $14,729,000 | +5.0% | 462,289 | +5.8% | 2.40% | +5.0% |
| Q2 2019 | $14,026,000 | +7.1% | 437,080 | +4.5% | 2.29% | +4.2% |
| Q1 2019 | $13,096,000 | +174.8% | 418,278 | +148.9% | 2.20% | +124.4% |
| Q4 2018 | $4,765,000 | – | 168,077 | – | 0.98% | – |
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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% |