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 | $411,762 | -3.4% | 12,125 | +1.4% | 0.24% | +1.3% |
| Q2 2023 | $426,192 | -1.3% | 11,955 | -3.6% | 0.23% | -6.4% |
| Q1 2023 | $431,587 | +6.3% | 12,402 | -1.6% | 0.25% | +5.5% |
| Q4 2022 | $405,972 | -25.5% | 12,604 | -34.9% | 0.24% | -27.4% |
| Q3 2022 | $545,000 | -19.6% | 19,369 | -10.2% | 0.32% | -12.9% |
| Q2 2022 | $678,000 | -14.7% | 21,563 | -0.3% | 0.37% | +0.5% |
| Q1 2022 | $795,000 | +30.1% | 21,638 | +37.6% | 0.37% | +33.5% |
| Q4 2021 | $611,000 | +15.5% | 15,726 | +15.1% | 0.28% | +6.5% |
| Q3 2021 | $529,000 | -20.8% | 13,665 | -19.3% | 0.26% | -19.4% |
| Q2 2021 | $668,000 | +4.9% | 16,940 | 0.0% | 0.32% | +0.3% |
| Q1 2021 | $637,000 | -1.1% | 16,940 | -5.3% | 0.32% | -5.3% |
| Q4 2020 | $644,000 | +13.8% | 17,893 | -0.7% | 0.34% | +1.8% |
| Q3 2020 | $566,000 | +0.9% | 18,028 | -4.4% | 0.34% | -8.0% |
| Q2 2020 | $561,000 | -7.1% | 18,865 | -19.3% | 0.36% | -19.6% |
| Q1 2020 | $604,000 | -27.3% | 23,387 | -5.4% | 0.45% | -7.0% |
| Q4 2019 | $831,000 | +6.9% | 24,718 | +1.3% | 0.49% | -1.4% |
| Q3 2019 | $777,000 | +0.3% | 24,399 | +1.1% | 0.49% | -4.8% |
| Q2 2019 | $775,000 | -14.5% | 24,142 | -16.6% | 0.52% | -17.4% |
| Q1 2019 | $906,000 | +16.2% | 28,934 | +5.1% | 0.63% | +7.7% |
| Q4 2018 | $780,000 | -11.7% | 27,530 | +4.6% | 0.58% | -1.9% |
| Q3 2018 | $883,000 | -0.1% | 26,328 | -1.6% | 0.59% | -1.7% |
| Q2 2018 | $884,000 | +15.1% | 26,743 | +17.4% | 0.60% | +15.7% |
| Q1 2018 | $768,000 | +3.4% | 22,787 | +4.5% | 0.52% | -29.5% |
| Q4 2017 | $743,000 | – | 21,800 | – | 0.74% | – |
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% |