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 | $5,140,678 | +70.5% | 151,374 | +78.9% | 0.32% | +24.0% |
| Q2 2023 | $3,015,816 | +2.4% | 84,595 | -0.1% | 0.25% | -1.2% |
| Q1 2023 | $2,946,280 | +10.6% | 84,663 | +2.4% | 0.26% | -1.5% |
| Q4 2022 | $2,663,250 | +15.5% | 82,684 | +0.9% | 0.26% | +5.2% |
| Q3 2022 | $2,305,000 | -40.4% | 81,940 | -33.4% | 0.25% | -21.5% |
| Q2 2022 | $3,867,000 | +354.9% | 122,948 | +431.0% | 0.32% | +239.8% |
| Q1 2022 | $850,000 | +7.5% | 23,152 | +13.7% | 0.09% | +10.7% |
| Q4 2021 | $791,000 | +1.0% | 20,361 | +0.6% | 0.08% | -13.4% |
| Q3 2021 | $783,000 | -1.1% | 20,232 | +0.8% | 0.10% | -4.0% |
| Q2 2021 | $792,000 | +4.3% | 20,070 | -0.5% | 0.10% | -8.2% |
| Q1 2021 | $759,000 | 0.0% | 20,171 | -4.4% | 0.11% | -8.3% |
| Q4 2020 | $759,000 | +17.1% | 21,100 | +2.2% | 0.12% | -24.5% |
| Q3 2020 | $648,000 | +8.7% | 20,639 | +3.0% | 0.16% | -20.1% |
| Q2 2020 | $596,000 | +22.4% | 20,040 | +6.3% | 0.20% | -7.9% |
| Q1 2020 | $487,000 | -36.6% | 18,848 | -17.6% | 0.22% | -41.5% |
| Q4 2019 | $768,000 | +5.9% | 22,861 | +0.4% | 0.37% | +8.2% |
| Q3 2019 | $725,000 | -89.9% | 22,766 | +1.4% | 0.34% | +16.8% |
| Q2 2019 | $7,208,000 | +969.4% | 22,459 | +4.3% | 0.29% | -4.9% |
| Q1 2019 | $674,000 | +1.8% | 21,530 | -7.8% | 0.31% | -21.3% |
| Q4 2018 | $662,000 | +70.2% | 23,363 | +101.5% | 0.39% | +133.5% |
| Q3 2018 | $389,000 | -45.3% | 11,592 | -46.1% | 0.17% | -50.1% |
| Q2 2018 | $711,000 | +4.6% | 21,516 | +6.6% | 0.34% | -1.2% |
| Q1 2018 | $680,000 | +0.1% | 20,182 | +1.9% | 0.34% | -18.9% |
| Q4 2017 | $679,000 | -0.3% | 19,808 | -2.7% | 0.42% | -3.2% |
| Q3 2017 | $681,000 | +8.1% | 20,357 | +2.6% | 0.43% | +8.3% |
| Q2 2017 | $630,000 | -4.1% | 19,837 | -9.9% | 0.40% | +1.3% |
| Q1 2017 | $657,000 | +184.4% | 22,006 | +164.1% | 0.39% | +115.3% |
| Q4 2016 | $231,000 | – | 8,333 | – | 0.18% | – |
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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% |