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 | $1,468,002 | +10.7% | 43,227 | +16.2% | 0.12% | +10.9% |
| Q2 2023 | $1,325,738 | +15.1% | 37,187 | +12.3% | 0.11% | +0.9% |
| Q1 2023 | $1,152,198 | +11.3% | 33,109 | +3.0% | 0.11% | +2.8% |
| Q4 2022 | $1,035,221 | +17.4% | 32,140 | +2.5% | 0.11% | +3.9% |
| Q3 2022 | $882,000 | -11.7% | 31,364 | -1.3% | 0.10% | -8.9% |
| Q2 2022 | $999,000 | +356.2% | 31,777 | +434.0% | 0.11% | +433.3% |
| Q1 2022 | $219,000 | -6.8% | 5,951 | -1.6% | 0.02% | -4.5% |
| Q4 2021 | $235,000 | -1.7% | 6,047 | 0.0% | 0.02% | -15.4% |
| Q3 2021 | $239,000 | 0.0% | 6,047 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $239,000 | +1.7% | 6,047 | -3.3% | 0.03% | -3.7% |
| Q1 2021 | $235,000 | +5.9% | 6,253 | +1.6% | 0.03% | -3.6% |
| Q4 2020 | $222,000 | +10.4% | 6,157 | -4.0% | 0.03% | +3.7% |
| Q3 2020 | $201,000 | -31.2% | 6,411 | -34.8% | 0.03% | -37.2% |
| Q2 2020 | $292,000 | +8.1% | 9,840 | -5.7% | 0.04% | -20.4% |
| Q1 2020 | $270,000 | +671.4% | 10,440 | +900.0% | 0.05% | +800.0% |
| Q4 2019 | $35,000 | -44.4% | 1,044 | -47.8% | 0.01% | -50.0% |
| Q3 2019 | $63,000 | -1.6% | 2,000 | +0.1% | 0.01% | -7.7% |
| Q2 2019 | $64,000 | +3.2% | 1,999 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $62,000 | +10.7% | 1,999 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $56,000 | -6.7% | 1,999 | +11.5% | 0.01% | +27.3% |
| Q3 2018 | $60,000 | +13.2% | 1,793 | +11.4% | 0.01% | 0.0% |
| Q2 2018 | $53,000 | – | 1,609 | – | 0.01% | – |
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% |