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 | $13,091,000 | +2.4% | 338,260 | +4.3% | 6.37% | -4.2% |
| Q2 2021 | $12,789,000 | -0.8% | 324,180 | -5.4% | 6.65% | +7.1% |
| Q1 2021 | $12,889,000 | +11.4% | 342,605 | +6.6% | 6.21% | +3.0% |
| Q4 2020 | $11,569,000 | +13.3% | 321,275 | -1.2% | 6.02% | +2.4% |
| Q3 2020 | $10,214,000 | -3.5% | 325,275 | -8.6% | 5.88% | -5.9% |
| Q2 2020 | $10,588,000 | -36.7% | 355,915 | -45.0% | 6.25% | -47.7% |
| Q1 2020 | $16,724,000 | +10.1% | 647,195 | +43.3% | 11.94% | +29.0% |
| Q4 2019 | $15,185,000 | +13.1% | 451,545 | +7.2% | 9.26% | +5.5% |
| Q3 2019 | $13,425,000 | -2.1% | 421,375 | -1.4% | 8.78% | -3.1% |
| Q2 2019 | $13,710,000 | -4.8% | 427,240 | -7.1% | 9.05% | +3.8% |
| Q1 2019 | $14,394,000 | -7.9% | 459,740 | -16.6% | 8.72% | -12.3% |
| Q4 2018 | $15,621,000 | -39.2% | 551,005 | -28.1% | 9.95% | -29.9% |
| Q3 2018 | $25,699,000 | -2.7% | 766,460 | -4.1% | 14.19% | -2.7% |
| Q2 2018 | $26,423,000 | +16.5% | 799,480 | +18.8% | 14.57% | +4.5% |
| Q1 2018 | $22,684,000 | +10.8% | 672,925 | +12.0% | 13.95% | -3.8% |
| Q4 2017 | $20,473,000 | – | 600,910 | – | 14.50% | – |
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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% |