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 2021 | $17,271,000 | -1.3% | 446,291 | +0.6% | 9.67% | -1.3% |
| Q2 2021 | $17,507,000 | +11.0% | 443,765 | +5.8% | 9.80% | +2.8% |
| Q1 2021 | $15,778,000 | +11.5% | 419,418 | +6.8% | 9.54% | +0.7% |
| Q4 2020 | $14,145,000 | +15.3% | 392,808 | +0.5% | 9.47% | +1.1% |
| Q3 2020 | $12,272,000 | +4.4% | 390,816 | -1.1% | 9.37% | -3.6% |
| Q2 2020 | $11,754,000 | +2.9% | 395,108 | -10.6% | 9.72% | -14.6% |
| Q1 2020 | $11,425,000 | -21.5% | 442,145 | +2.2% | 11.38% | +2.0% |
| Q4 2019 | $14,552,000 | +3.3% | 432,716 | -2.2% | 11.15% | -1.6% |
| Q3 2019 | $14,090,000 | +3.4% | 442,246 | +4.1% | 11.33% | +2.8% |
| Q2 2019 | $13,631,000 | +9.3% | 424,767 | +6.7% | 11.03% | +2.0% |
| Q1 2019 | $12,470,000 | +16.7% | 398,266 | +5.6% | 10.80% | -13.7% |
| Q4 2018 | $10,688,000 | -10.4% | 377,004 | +6.0% | 12.52% | +3.3% |
| Q3 2018 | $11,922,000 | +14.8% | 355,564 | +13.2% | 12.12% | +26.7% |
| Q2 2018 | $10,383,000 | +0.8% | 314,154 | +2.8% | 9.57% | -2.3% |
| Q1 2018 | $10,305,000 | +3.1% | 305,681 | +4.2% | 9.79% | +2.4% |
| Q4 2017 | $9,998,000 | – | 293,464 | – | 9.56% | – |
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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% |