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 | $350,628 | +5.8% | 10,325 | +11.1% | 0.02% | +5.9% |
| Q2 2023 | $331,270 | -14.6% | 9,292 | -16.6% | 0.02% | -22.7% |
| Q1 2023 | $387,745 | +2.7% | 11,142 | -5.0% | 0.02% | -8.3% |
| Q4 2022 | $377,634 | -6.1% | 11,724 | -18.0% | 0.02% | -22.6% |
| Q3 2022 | $402,000 | +83.6% | 14,300 | +105.6% | 0.03% | +63.2% |
| Q2 2022 | $219,000 | -13.8% | 6,955 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $254,000 | -8.0% | 6,919 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $276,000 | +1.5% | 7,107 | +1.3% | 0.02% | -9.1% |
| Q3 2021 | $272,000 | -29.2% | 7,017 | -27.9% | 0.02% | -8.3% |
| Q2 2021 | $384,000 | +67.7% | 9,738 | +59.8% | 0.02% | +50.0% |
| Q1 2021 | $229,000 | +2.2% | 6,092 | -1.9% | 0.02% | -15.8% |
| Q4 2020 | $224,000 | -20.8% | 6,210 | -26.2% | 0.02% | -44.1% |
| Q4 2019 | $283,000 | – | 8,419 | +76436.4% | 0.03% | – |
| Q4 2016 | $0 | – | 11 | – | 0.00% | – |
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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% |