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 | $95,224 | -3.7% | 2,804 | +1.1% | 0.03% | 0.0% |
| Q2 2023 | $98,857 | -0.2% | 2,773 | -2.6% | 0.03% | -5.6% |
| Q1 2023 | $99,041 | +107553.3% | 2,846 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $92 | -99.9% | 2,846 | -1.6% | 0.04% | 0.0% |
| Q3 2022 | $81,000 | -13.8% | 2,893 | -3.0% | 0.04% | -10.3% |
| Q2 2022 | $94,000 | -16.1% | 2,983 | -2.5% | 0.04% | 0.0% |
| Q1 2022 | $112,000 | -5.9% | 3,060 | 0.0% | 0.04% | -7.1% |
| Q4 2021 | $119,000 | +0.8% | 3,060 | 0.0% | 0.04% | -10.6% |
| Q3 2021 | $118,000 | -2.5% | 3,060 | 0.0% | 0.05% | -14.5% |
| Q2 2021 | $121,000 | -14.2% | 3,060 | -18.1% | 0.06% | -19.1% |
| Q1 2021 | $141,000 | +0.7% | 3,735 | -3.8% | 0.07% | -20.9% |
| Q4 2020 | $140,000 | +32.1% | 3,881 | +15.2% | 0.09% | +14.7% |
| Q3 2020 | $106,000 | -17.8% | 3,370 | -22.3% | 0.08% | -21.9% |
| Q2 2020 | $129,000 | +55.4% | 4,337 | +35.3% | 0.10% | +35.2% |
| Q1 2020 | $83,000 | +72.9% | 3,205 | +123.3% | 0.07% | +115.2% |
| Q4 2019 | $48,000 | +4.3% | 1,435 | 0.0% | 0.03% | +26.9% |
| Q3 2019 | $46,000 | 0.0% | 1,435 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $46,000 | +2.2% | 1,435 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $45,000 | -16.7% | 1,435 | -25.3% | 0.03% | -21.2% |
| Q4 2018 | $54,000 | +54.3% | 1,920 | +62.0% | 0.03% | +32.0% |
| Q1 2017 | $35,000 | – | 1,185 | – | 0.02% | – |
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% |