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 | $4,370,053 | -73.5% | 128,682 | -72.1% | 1.59% | -72.9% |
| Q2 2023 | $16,470,322 | +2.3% | 462,001 | -0.2% | 5.86% | -2.1% |
| Q1 2023 | $16,106,628 | +9.7% | 462,834 | +1.5% | 5.99% | +3.7% |
| Q4 2022 | $14,687,282 | +13.6% | 455,985 | -0.7% | 5.78% | +7.2% |
| Q3 2022 | $12,924,000 | -11.4% | 459,424 | -0.9% | 5.39% | -3.9% |
| Q2 2022 | $14,586,000 | -13.9% | 463,777 | +0.6% | 5.61% | -1.1% |
| Q1 2022 | $16,934,000 | -5.0% | 461,154 | +0.6% | 5.67% | -1.7% |
| Q4 2021 | $17,817,000 | -1.5% | 458,367 | -2.0% | 5.77% | -5.9% |
| Q3 2021 | $18,096,000 | -1.7% | 467,610 | +0.2% | 6.13% | -1.9% |
| Q2 2021 | $18,407,000 | +5.4% | 466,598 | +0.5% | 6.25% | -1.2% |
| Q1 2021 | $17,471,000 | +4.8% | 464,411 | +0.4% | 6.33% | +0.9% |
| Q4 2020 | $16,665,000 | +17.2% | 462,778 | +2.2% | 6.27% | +2.3% |
| Q3 2020 | $14,214,000 | +7.0% | 452,662 | +1.4% | 6.14% | -1.6% |
| Q2 2020 | $13,278,000 | +5.9% | 446,335 | -8.1% | 6.23% | -2.7% |
| Q1 2020 | $12,544,000 | -50.3% | 485,437 | -35.3% | 6.41% | +19.2% |
| Q4 2019 | $25,216,000 | +4.0% | 749,810 | -1.5% | 5.38% | -0.1% |
| Q3 2019 | $24,244,000 | +95.8% | 760,960 | +97.2% | 5.38% | -3.1% |
| Q2 2019 | $12,381,000 | -49.9% | 385,828 | -51.1% | 5.56% | -2.0% |
| Q1 2019 | $24,688,000 | +122.0% | 788,476 | +101.0% | 5.68% | +3.7% |
| Q4 2018 | $11,123,000 | -62.0% | 392,329 | -55.1% | 5.47% | -16.9% |
| Q3 2018 | $29,304,000 | +108.7% | 873,958 | +105.7% | 6.59% | +1.6% |
| Q2 2018 | $14,041,000 | +0.3% | 424,829 | +2.3% | 6.48% | -2.6% |
| Q1 2018 | $14,002,000 | -62.6% | 415,359 | -62.2% | 6.66% | -6.1% |
| Q4 2017 | $37,440,000 | +2.7% | 1,098,898 | +0.9% | 7.09% | +0.9% |
| Q3 2017 | $36,462,000 | +5.6% | 1,089,388 | +0.2% | 7.03% | +4.0% |
| Q2 2017 | $34,538,000 | +114.7% | 1,086,782 | +101.8% | 6.76% | +4.0% |
| Q1 2017 | $16,086,000 | +1021.8% | 538,521 | +939.8% | 6.50% | +1982.4% |
| Q4 2016 | $1,434,000 | – | 51,792 | – | 0.31% | – |
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% |