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 | $246,239 | -18.4% | 7,497 | -9.3% | 0.08% | -10.0% |
Q2 2023 | $301,699 | -3.7% | 8,268 | -8.1% | 0.09% | -11.8% |
Q1 2023 | $313,165 | -2.4% | 8,999 | -1.3% | 0.10% | -7.3% |
Q4 2022 | $320,771 | +16.2% | 9,118 | -0.5% | 0.11% | +4.8% |
Q3 2022 | $276,000 | -20.7% | 9,166 | -17.1% | 0.10% | -25.5% |
Q2 2022 | $348,000 | -13.0% | 11,059 | +0.4% | 0.14% | -0.7% |
Q1 2022 | $400,000 | +37.5% | 11,014 | +47.3% | 0.14% | +23.5% |
Q4 2021 | $291,000 | +5.8% | 7,477 | +5.4% | 0.12% | -13.5% |
Q3 2021 | $275,000 | +1.1% | 7,097 | +2.9% | 0.13% | +3.1% |
Q2 2021 | $272,000 | +3.4% | 6,899 | 0.0% | 0.13% | -2.3% |
Q1 2021 | $263,000 | +7.3% | 6,899 | +1.3% | 0.13% | -24.1% |
Q4 2020 | $245,000 | – | 6,812 | – | 0.17% | – |
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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% |