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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,049,000 | +219.8% | 33,356 | +266.6% | 0.87% | +209.3% |
| Q4 2020 | $328,000 | +13.1% | 9,099 | -1.5% | 0.28% | +2.9% |
| Q3 2020 | $290,000 | -7.9% | 9,237 | -12.7% | 0.27% | -14.2% |
| Q2 2020 | $315,000 | -14.2% | 10,586 | -25.5% | 0.32% | -28.6% |
| Q1 2020 | $367,000 | -3.9% | 14,215 | +25.0% | 0.44% | +24.0% |
| Q4 2019 | $382,000 | +5.2% | 11,370 | -0.3% | 0.36% | -11.4% |
| Q3 2019 | $363,000 | +3.4% | 11,401 | +4.2% | 0.40% | +9.2% |
| Q2 2019 | $351,000 | +9.7% | 10,946 | +7.1% | 0.37% | +6.9% |
| Q1 2019 | $320,000 | +20.8% | 10,223 | +9.2% | 0.35% | +21.8% |
| Q4 2018 | $265,000 | -23.6% | 9,359 | -9.4% | 0.28% | +15.0% |
| Q3 2018 | $347,000 | +1.2% | 10,334 | +0.8% | 0.25% | -1.6% |
| Q2 2018 | $343,000 | +12.8% | 10,250 | +14.9% | 0.25% | -16.3% |
| Q1 2018 | $304,000 | 0.0% | 8,918 | 0.0% | 0.30% | +0.3% |
| Q4 2017 | $304,000 | – | 8,918 | – | 0.30% | – |
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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% |