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 | $38,504,523 | -8.5% | 1,133,754 | -4.3% | 0.06% | -25.0% |
| Q2 2023 | $42,082,850 | +20.0% | 1,184,461 | +17.7% | 0.08% | +15.2% |
| Q1 2023 | $35,055,701 | +23.7% | 1,006,085 | +14.3% | 0.07% | +15.8% |
| Q4 2022 | $28,349,988 | -4.6% | 880,109 | -16.7% | 0.06% | -16.2% |
| Q3 2022 | $29,714,000 | -10.4% | 1,056,251 | +0.2% | 0.07% | -6.8% |
| Q2 2022 | $33,167,000 | +1.3% | 1,054,230 | +7.3% | 0.07% | +14.1% |
| Q1 2022 | $32,738,000 | -4.2% | 982,155 | +11.8% | 0.06% | -1.5% |
| Q4 2021 | $34,189,000 | +34.1% | 878,507 | +33.5% | 0.06% | +22.6% |
| Q3 2021 | $25,488,000 | +7.2% | 658,256 | +9.3% | 0.05% | +3.9% |
| Q2 2021 | $23,769,000 | +11.4% | 602,326 | +6.5% | 0.05% | 0.0% |
| Q1 2021 | $21,334,000 | +14.3% | 565,711 | +9.2% | 0.05% | +2.0% |
| Q4 2020 | $18,662,000 | +1.9% | 518,190 | -11.9% | 0.05% | -9.1% |
| Q3 2020 | $18,317,000 | +4.0% | 588,394 | -0.6% | 0.06% | -6.8% |
| Q2 2020 | $17,613,000 | +25.6% | 592,018 | -82.6% | 0.06% | +3.5% |
| Q1 2020 | $14,023,000 | – | 3,403,751 | – | 0.06% | – |
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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% |