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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $11,498,269 | +14.5% | 356,978 | 0.0% | 2.87% | +32.9% |
| Q3 2022 | $10,042,000 | -11.2% | 356,978 | -0.7% | 2.16% | -12.0% |
| Q2 2022 | $11,308,000 | -8.0% | 359,541 | +7.5% | 2.45% | +24.5% |
| Q1 2022 | $12,285,000 | +6.6% | 334,552 | +12.8% | 1.97% | +17.5% |
| Q4 2021 | $11,525,000 | +5.5% | 296,506 | +5.1% | 1.68% | +3.5% |
| Q3 2021 | $10,921,000 | +2.4% | 282,198 | +4.4% | 1.62% | +4.2% |
| Q2 2021 | $10,664,000 | +4.7% | 270,310 | -0.1% | 1.56% | -6.0% |
| Q1 2021 | $10,181,000 | +7.6% | 270,636 | +3.0% | 1.66% | +0.9% |
| Q4 2020 | $9,466,000 | -0.0% | 262,866 | -9.4% | 1.64% | -8.4% |
| Q3 2020 | $9,467,000 | +21.6% | 290,036 | +16.6% | 1.79% | +5.5% |
| Q2 2020 | $7,784,000 | +13.4% | 248,777 | -0.0% | 1.70% | -5.0% |
| Q1 2020 | $6,862,000 | -21.8% | 248,896 | -3.7% | 1.79% | -27.3% |
| Q4 2019 | $8,770,000 | +50.5% | 258,463 | +44.7% | 2.46% | +21.0% |
| Q3 2019 | $5,828,000 | -8.8% | 178,655 | -12.5% | 2.03% | -24.5% |
| Q2 2019 | $6,389,000 | -2.4% | 204,181 | +0.6% | 2.69% | -3.2% |
| Q1 2019 | $6,548,000 | +7.1% | 202,923 | +2.8% | 2.78% | -12.0% |
| Q4 2018 | $6,113,000 | -12.9% | 197,384 | -13.6% | 3.16% | -19.6% |
| Q3 2018 | $7,020,000 | -13.2% | 228,585 | -6.6% | 3.93% | -16.7% |
| Q2 2018 | $8,090,000 | +0.4% | 244,789 | +2.4% | 4.71% | -10.4% |
| Q1 2018 | $8,057,000 | +4.9% | 239,012 | +6.0% | 5.26% | +6.4% |
| Q4 2017 | $7,680,000 | – | 225,415 | – | 4.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |