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 | $4,617,312 | -3.9% | 135,963 | +0.9% | 2.51% | +1.1% |
| Q2 2023 | $4,802,956 | +46.2% | 134,725 | +42.7% | 2.48% | +40.8% |
| Q1 2023 | $3,285,401 | +104630.7% | 94,408 | -3.1% | 1.76% | +5.3% |
| Q4 2022 | $3,137 | -99.5% | 97,385 | +337.0% | 1.67% | +365.7% |
| Q3 2022 | $627,000 | -7.4% | 22,287 | +3.5% | 0.36% | -0.3% |
| Q2 2022 | $677,000 | -15.6% | 21,535 | -1.4% | 0.36% | -2.2% |
| Q1 2022 | $802,000 | -5.8% | 21,835 | -0.2% | 0.37% | -8.7% |
| Q4 2021 | $851,000 | +2.4% | 21,882 | +1.9% | 0.40% | -4.0% |
| Q3 2021 | $831,000 | -0.4% | 21,467 | +1.5% | 0.42% | -1.4% |
| Q2 2021 | $834,000 | -15.2% | 21,141 | -19.2% | 0.43% | -21.5% |
| Q1 2021 | $984,000 | +21.6% | 26,152 | +16.4% | 0.54% | +13.1% |
| Q4 2020 | $809,000 | +16.2% | 22,468 | +1.3% | 0.48% | -1.2% |
| Q3 2020 | $696,000 | -0.3% | 22,178 | -5.5% | 0.49% | -8.8% |
| Q2 2020 | $698,000 | +3.6% | 23,468 | +16.9% | 0.53% | -20.8% |
| Q4 2019 | $674,000 | -23.3% | 20,069 | -27.3% | 0.67% | -20.4% |
| Q3 2019 | $879,000 | +6.4% | 27,613 | +7.2% | 0.85% | +2.8% |
| Q2 2019 | $826,000 | – | 25,756 | – | 0.82% | – |
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% |