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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,049,740 | +11.4% | 145,107 | +3.1% | 1.81% | +6.9% |
| Q4 2022 | $4,534,862 | +15.2% | 140,791 | +0.6% | 1.69% | +4.4% |
| Q3 2022 | $3,938,000 | -11.0% | 139,995 | -0.5% | 1.62% | -5.9% |
| Q2 2022 | $4,423,000 | -14.3% | 140,645 | +0.0% | 1.72% | -4.4% |
| Q1 2022 | $5,162,000 | -4.2% | 140,578 | +1.4% | 1.80% | -0.8% |
| Q4 2021 | $5,391,000 | +1.2% | 138,694 | +0.7% | 1.82% | -6.3% |
| Q3 2021 | $5,329,000 | -1.2% | 137,689 | +0.7% | 1.94% | -2.7% |
| Q2 2021 | $5,396,000 | +5.0% | 136,789 | +0.1% | 1.99% | -1.2% |
| Q1 2021 | $5,140,000 | +6.1% | 136,626 | +1.6% | 2.02% | -3.5% |
| Q4 2020 | $4,845,000 | +14.9% | 134,537 | +0.1% | 2.09% | +1.3% |
| Q3 2020 | $4,218,000 | +5.5% | 134,342 | +0.0% | 2.06% | -1.2% |
| Q2 2020 | $3,997,000 | +6.0% | 134,340 | -8.0% | 2.09% | -5.2% |
| Q1 2020 | $3,772,000 | +8.8% | 145,988 | +41.6% | 2.20% | +35.6% |
| Q4 2019 | $3,467,000 | +7.4% | 103,081 | +1.7% | 1.63% | -0.8% |
| Q3 2019 | $3,228,000 | -0.9% | 101,317 | -0.2% | 1.64% | -2.6% |
| Q2 2019 | $3,256,000 | +4.5% | 101,476 | +2.0% | 1.68% | -0.6% |
| Q1 2019 | $3,115,000 | +12.3% | 99,502 | +1.7% | 1.69% | -2.1% |
| Q4 2018 | $2,773,000 | -11.2% | 97,802 | +5.0% | 1.73% | -4.2% |
| Q3 2018 | $3,122,000 | +2.4% | 93,112 | +0.9% | 1.80% | -4.3% |
| Q2 2018 | $3,050,000 | -6.3% | 92,279 | -4.4% | 1.88% | -5.6% |
| Q1 2018 | $3,254,000 | +4.6% | 96,534 | +5.7% | 2.00% | +4.8% |
| Q4 2017 | $3,112,000 | +5.8% | 91,329 | +4.0% | 1.90% | +0.7% |
| Q3 2017 | $2,941,000 | +9.5% | 87,855 | +4.0% | 1.89% | +3.9% |
| Q2 2017 | $2,685,000 | +21.4% | 84,490 | +14.1% | 1.82% | +14.6% |
| Q1 2017 | $2,212,000 | +43.2% | 74,065 | +32.7% | 1.59% | +34.0% |
| Q4 2016 | $1,545,000 | – | 55,813 | – | 1.19% | – |
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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% |