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 | $2,244,077 | -7.0% | 66,080 | -2.3% | 0.52% | -5.6% |
| Q2 2023 | $2,411,972 | +0.4% | 67,657 | -2.0% | 0.55% | +11.8% |
| Q1 2023 | $2,402,279 | +7.0% | 69,031 | -1.0% | 0.49% | +0.2% |
| Q4 2022 | $2,244,887 | +15.1% | 69,695 | +0.5% | 0.49% | -13.8% |
| Q3 2022 | $1,950,000 | -11.5% | 69,335 | -1.1% | 0.57% | -7.3% |
| Q2 2022 | $2,204,000 | -13.3% | 70,079 | +1.2% | 0.62% | -4.9% |
| Q1 2022 | $2,542,000 | -7.2% | 69,225 | -1.8% | 0.65% | -1.1% |
| Q4 2021 | $2,740,000 | +0.7% | 70,484 | +0.2% | 0.66% | -6.8% |
| Q3 2021 | $2,722,000 | -2.6% | 70,332 | -0.7% | 0.70% | -2.9% |
| Q2 2021 | $2,794,000 | +3.1% | 70,816 | -1.7% | 0.72% | +9.4% |
| Q1 2021 | $2,709,000 | +3.6% | 72,015 | -0.8% | 0.66% | -9.1% |
| Q4 2020 | $2,614,000 | +13.4% | 72,585 | -1.2% | 0.73% | -5.8% |
| Q3 2020 | $2,306,000 | -20.9% | 73,455 | -25.0% | 0.77% | -22.4% |
| Q2 2020 | $2,914,000 | -70.3% | 97,966 | -74.2% | 1.00% | -72.3% |
| Q1 2020 | $9,809,000 | -1.8% | 379,591 | +27.9% | 3.60% | +20.7% |
| Q4 2019 | $9,985,000 | +18.6% | 296,898 | +12.4% | 2.98% | +13.8% |
| Q3 2019 | $8,416,000 | +4.7% | 264,155 | +5.5% | 2.62% | -6.7% |
| Q2 2019 | $8,035,000 | +0.3% | 250,390 | -2.2% | 2.80% | -7.2% |
| Q1 2019 | $8,013,000 | -2.4% | 255,911 | -11.6% | 3.02% | -14.8% |
| Q4 2018 | $8,206,000 | +65.6% | 289,450 | +95.9% | 3.55% | +13.0% |
| Q3 2018 | $4,954,000 | +1.1% | 147,747 | -0.4% | 3.14% | -3.6% |
| Q2 2018 | $4,900,000 | -52.4% | 148,270 | -51.4% | 3.26% | +12.1% |
| Q1 2018 | $10,286,000 | +93.6% | 305,142 | +95.7% | 2.90% | -5.4% |
| Q4 2017 | $5,312,000 | -3.3% | 155,900 | -5.0% | 3.07% | -13.3% |
| Q3 2017 | $5,493,000 | +6.8% | 164,103 | +1.4% | 3.54% | +4.9% |
| Q2 2017 | $5,144,000 | +9.7% | 161,858 | +3.1% | 3.38% | +5.3% |
| Q1 2017 | $4,689,000 | +21.5% | 156,974 | +12.6% | 3.21% | +22.2% |
| Q4 2016 | $3,859,000 | -31.5% | 139,419 | -28.8% | 2.62% | -28.1% |
| Q3 2016 | $5,637,000 | +4.1% | 195,804 | -1.9% | 3.65% | -0.0% |
| Q2 2016 | $5,414,000 | +152.5% | 199,687 | +152.5% | 3.65% | +144.4% |
| Q1 2016 | $2,144,000 | +10.1% | 79,078 | +11.9% | 1.49% | -33.8% |
| Q4 2015 | $1,947,000 | – | 70,661 | – | 2.26% | – |
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% |