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 | $1,006,103 | -16.9% | 29,626 | -12.8% | 0.78% | -15.7% |
| Q2 2023 | $1,210,620 | -13.0% | 33,958 | -15.1% | 0.93% | -16.6% |
| Q1 2023 | $1,391,681 | +86934.5% | 39,991 | -19.4% | 1.11% | -1.8% |
| Q4 2022 | $1,599 | -99.9% | 49,628 | +15.0% | 1.13% | +12.8% |
| Q3 2022 | $1,214,000 | -11.6% | 43,167 | -1.2% | 1.00% | +11.5% |
| Q2 2022 | $1,374,000 | -25.8% | 43,678 | -13.4% | 0.90% | -25.4% |
| Q1 2022 | $1,853,000 | -10.7% | 50,455 | -5.4% | 1.21% | -5.3% |
| Q4 2021 | $2,074,000 | -13.9% | 53,358 | -14.3% | 1.28% | -12.2% |
| Q3 2021 | $2,410,000 | -27.5% | 62,280 | -26.1% | 1.45% | -33.5% |
| Q2 2021 | $3,325,000 | -15.1% | 84,295 | -19.1% | 2.18% | -21.2% |
| Q1 2021 | $3,918,000 | -18.1% | 104,137 | -21.6% | 2.77% | -24.4% |
| Q4 2020 | $4,782,000 | -14.2% | 132,800 | -25.2% | 3.67% | -20.2% |
| Q3 2020 | $5,576,000 | -23.4% | 177,574 | -27.5% | 4.59% | -22.3% |
| Q2 2020 | $7,284,000 | -13.1% | 244,829 | -24.5% | 5.91% | -19.0% |
| Q1 2020 | $8,384,000 | -68.4% | 324,465 | -58.9% | 7.30% | -50.1% |
| Q4 2019 | $26,559,000 | +6.3% | 789,744 | +0.7% | 14.61% | -4.2% |
| Q3 2019 | $24,974,000 | +2.7% | 783,880 | +3.5% | 15.25% | +0.9% |
| Q2 2019 | $24,315,000 | +1.9% | 757,714 | -0.5% | 15.11% | -0.6% |
| Q1 2019 | $23,851,000 | +7.7% | 761,761 | -2.5% | 15.20% | -0.7% |
| Q4 2018 | $22,152,000 | +0.8% | 781,379 | +19.2% | 15.30% | +1.0% |
| Q3 2018 | $21,986,000 | +8.1% | 655,702 | +6.6% | 15.14% | +0.7% |
| Q2 2018 | $20,336,000 | +40.9% | 615,312 | +43.8% | 15.04% | +18.3% |
| Q1 2018 | $14,429,000 | +4.5% | 428,039 | +5.6% | 12.71% | -0.5% |
| Q4 2017 | $13,812,000 | – | 405,387 | – | 12.78% | – |
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% |