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 | $7,406,069 | -4.9% | 218,082 | -0.2% | 1.75% | -6.5% |
| Q2 2023 | $7,791,134 | +2.1% | 218,545 | -0.3% | 1.87% | -5.5% |
| Q1 2023 | $7,631,053 | +6.8% | 219,283 | -1.1% | 1.98% | -1.4% |
| Q4 2022 | $7,143,152 | +2.7% | 221,768 | -10.3% | 2.01% | -15.0% |
| Q3 2022 | $6,954,000 | -11.3% | 247,206 | -0.9% | 2.37% | -10.7% |
| Q2 2022 | $7,843,000 | -4.3% | 249,374 | +11.7% | 2.65% | -2.8% |
| Q1 2022 | $8,198,000 | -5.8% | 223,256 | -0.3% | 2.73% | -2.7% |
| Q4 2021 | $8,706,000 | -1.9% | 223,978 | -2.3% | 2.80% | -9.8% |
| Q3 2021 | $8,873,000 | -3.3% | 229,288 | -1.5% | 3.11% | -3.0% |
| Q2 2021 | $9,179,000 | -1.1% | 232,673 | -5.7% | 3.20% | -3.1% |
| Q1 2021 | $9,282,000 | +4.2% | 246,732 | -0.3% | 3.31% | -3.2% |
| Q4 2020 | $8,910,000 | +14.1% | 247,442 | -0.5% | 3.42% | -3.6% |
| Q3 2020 | $7,807,000 | +1.1% | 248,642 | -4.2% | 3.55% | -0.8% |
| Q2 2020 | $7,720,000 | +61.6% | 259,512 | +40.4% | 3.58% | +39.7% |
| Q1 2020 | $4,777,000 | +303.5% | 184,881 | +425.2% | 2.56% | +380.3% |
| Q4 2019 | $1,184,000 | -40.4% | 35,199 | -43.6% | 0.53% | -45.6% |
| Q3 2019 | $1,987,000 | +3.4% | 62,363 | +4.1% | 0.98% | -0.6% |
| Q2 2019 | $1,922,000 | +3.0% | 59,889 | +0.5% | 0.98% | +0.1% |
| Q1 2019 | $1,866,000 | +15.0% | 59,589 | +4.1% | 0.98% | -2.6% |
| Q4 2018 | $1,623,000 | -1.5% | 57,258 | +16.5% | 1.01% | +4.8% |
| Q3 2018 | $1,648,000 | +4.8% | 49,154 | +3.3% | 0.96% | +14.2% |
| Q2 2018 | $1,573,000 | +608.6% | 47,605 | +622.3% | 0.84% | +609.2% |
| Q1 2018 | $222,000 | – | 6,591 | – | 0.12% | – |
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% |