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 | $5,382,981 | +10.6% | 158,509 | +16.1% | 1.76% | +17.3% |
| Q2 2023 | $4,867,358 | +10.8% | 136,532 | +8.2% | 1.50% | +13.0% |
| Q1 2023 | $4,392,731 | +3.5% | 126,228 | -0.1% | 1.33% | +26.1% |
| Q4 2022 | $4,242,951 | +18.1% | 126,316 | +0.4% | 1.05% | +8.6% |
| Q3 2022 | $3,592,000 | +4.2% | 125,811 | +14.8% | 0.97% | +8.0% |
| Q2 2022 | $3,448,000 | -6.0% | 109,631 | -0.2% | 0.90% | -6.0% |
| Q1 2022 | $3,667,000 | -12.9% | 109,824 | +1.4% | 0.96% | -2.2% |
| Q4 2021 | $4,212,000 | +5.3% | 108,361 | +4.8% | 0.98% | +12.7% |
| Q3 2021 | $4,000,000 | -1.6% | 103,360 | +2.8% | 0.87% | +6.1% |
| Q2 2021 | $4,064,000 | +1.5% | 100,582 | -0.9% | 0.82% | +3.0% |
| Q1 2021 | $4,005,000 | +15.9% | 101,470 | +5.7% | 0.79% | +7.2% |
| Q4 2020 | $3,455,000 | +12.3% | 95,957 | +6.3% | 0.74% | +8.2% |
| Q3 2020 | $3,077,000 | +8.8% | 90,307 | +2.8% | 0.68% | +16.2% |
| Q2 2020 | $2,827,000 | +40.5% | 87,810 | +12.8% | 0.59% | +29.5% |
| Q1 2020 | $2,012,000 | +64.4% | 77,867 | +113.9% | 0.45% | +53.4% |
| Q4 2019 | $1,224,000 | +37.8% | 36,403 | +30.6% | 0.30% | +41.0% |
| Q3 2019 | $888,000 | -1.8% | 27,876 | -1.0% | 0.21% | -11.0% |
| Q2 2019 | $904,000 | +9.6% | 28,164 | +6.9% | 0.24% | +3.1% |
| Q1 2019 | $825,000 | +28.9% | 26,341 | +16.6% | 0.23% | -17.0% |
| Q4 2018 | $640,000 | -64.3% | 22,583 | -57.8% | 0.28% | -41.9% |
| Q3 2018 | $1,792,000 | +104.3% | 53,462 | +101.4% | 0.48% | -34.0% |
| Q2 2018 | $877,000 | -1.5% | 26,548 | +0.6% | 0.72% | +8.3% |
| Q1 2018 | $890,000 | +19.1% | 26,392 | +20.3% | 0.66% | +6.1% |
| Q4 2017 | $747,000 | +74.9% | 21,934 | +71.8% | 0.63% | -65.8% |
| Q3 2017 | $427,000 | – | 12,764 | – | 1.83% | – |
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% |