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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $393,000 | +23.2% | 10,703 | +30.3% | 0.08% | +40.0% |
| Q4 2021 | $319,000 | +0.6% | 8,212 | +0.2% | 0.06% | -20.3% |
| Q3 2021 | $317,000 | +1.3% | 8,195 | +3.3% | 0.07% | 0.0% |
| Q2 2021 | $313,000 | +5.0% | 7,932 | +0.1% | 0.07% | -29.6% |
| Q1 2021 | $298,000 | +15.5% | 7,926 | +10.4% | 0.10% | +30.7% |
| Q4 2020 | $258,000 | -9.5% | 7,178 | -20.8% | 0.08% | -21.1% |
| Q3 2020 | $285,000 | +5.6% | 9,063 | -0.1% | 0.10% | +37.7% |
| Q2 2020 | $270,000 | +15.4% | 9,069 | +0.1% | 0.07% | -33.0% |
| Q1 2020 | $234,000 | -19.0% | 9,063 | -0.1% | 0.10% | +8.4% |
| Q3 2019 | $289,000 | -0.3% | 9,072 | +0.1% | 0.10% | +3.3% |
| Q2 2019 | $290,000 | -31.3% | 9,063 | -32.7% | 0.09% | -34.8% |
| Q1 2019 | $422,000 | – | 13,464 | – | 0.14% | – |
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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% |