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 | $102 | -4.7% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $107 | +2.9% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $104 | +7.2% | 3 | 0.0% | 0.00% | – |
| Q4 2022 | $97 | – | 3 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 3 | -81.2% | 0.00% | -100.0% |
| Q2 2022 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | -99.4% | 16 | -99.6% | 0.00% | -99.3% |
| Q2 2021 | $176,000 | +33.3% | 4,463 | +27.2% | 0.15% | +10.5% |
| Q1 2021 | $132,000 | +10.0% | 3,510 | +5.1% | 0.13% | +38.5% |
| Q4 2020 | $120,000 | +172.7% | 3,341 | +137.5% | 0.10% | +84.6% |
| Q3 2020 | $44,000 | – | 1,407 | +10723.1% | 0.05% | – |
| Q2 2020 | $0 | – | 13 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 13 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 13 | – | 0.00% | – |
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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% |