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 | $17,484,008 | -4.9% | 514,841 | -0.1% | 2.67% | -4.4% |
| Q2 2023 | $18,377,405 | +3.5% | 515,495 | +1.1% | 2.80% | +1.9% |
| Q1 2023 | $17,750,141 | +8.1% | 510,062 | +0.0% | 2.74% | +5.9% |
| Q4 2022 | $16,421,319 | +16.6% | 509,821 | +1.9% | 2.59% | +7.7% |
| Q3 2022 | $14,080,000 | -10.6% | 500,527 | +0.0% | 2.41% | -6.6% |
| Q2 2022 | $15,742,000 | -13.6% | 500,526 | +0.9% | 2.58% | +1.4% |
| Q1 2022 | $18,224,000 | -29.4% | 496,283 | -25.3% | 2.54% | -17.9% |
| Q4 2021 | $25,829,000 | +2.5% | 664,497 | +2.0% | 3.09% | -6.0% |
| Q3 2021 | $25,206,000 | -24.2% | 651,306 | -22.8% | 3.29% | -25.5% |
| Q2 2021 | $33,275,000 | -3.7% | 843,481 | -8.2% | 4.42% | -1.1% |
| Q1 2021 | $34,551,000 | +51.7% | 918,423 | +45.2% | 4.47% | +31.2% |
| Q4 2020 | $22,780,000 | +66.9% | 632,589 | +45.5% | 3.40% | +36.5% |
| Q3 2020 | $13,649,000 | +156.9% | 434,687 | +143.4% | 2.50% | +100.4% |
| Q2 2020 | $5,312,000 | -18.6% | 178,570 | -29.3% | 1.24% | -55.6% |
| Q1 2020 | $6,523,000 | -26.6% | 252,438 | -4.5% | 2.80% | +18.6% |
| Q4 2019 | $8,890,000 | +12.4% | 264,353 | +6.4% | 2.36% | -5.4% |
| Q3 2019 | $7,912,000 | -6.4% | 248,339 | -5.7% | 2.50% | -19.2% |
| Q2 2019 | $8,451,000 | -0.1% | 263,342 | 0.0% | 3.09% | +6.2% |
| Q1 2019 | $8,459,000 | +21.1% | 263,342 | +6.9% | 2.91% | +20.3% |
| Q4 2018 | $6,985,000 | -9.5% | 246,396 | +7.0% | 2.42% | +6.0% |
| Q3 2018 | $7,721,000 | – | 230,279 | – | 2.28% | – |
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% |