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 | $6,654,763 | -6.0% | 195,959 | -1.4% | 0.99% | -10.4% |
| Q2 2023 | $7,081,903 | +0.6% | 198,651 | -1.8% | 1.10% | -4.8% |
| Q1 2023 | $7,041,097 | -49.5% | 202,330 | -51.2% | 1.16% | -3.1% |
| Q4 2022 | $13,930,569 | +161.3% | 414,696 | +118.8% | 1.19% | +12.1% |
| Q3 2022 | $5,331,000 | +2197.8% | 189,505 | +2470.3% | 1.06% | +2372.1% |
| Q2 2022 | $232,000 | +37.3% | 7,373 | +57.0% | 0.04% | +19.4% |
| Q4 2020 | $169,000 | +14.2% | 4,697 | -0.0% | 0.04% | -2.7% |
| Q3 2020 | $148,000 | -38.1% | 4,698 | -33.8% | 0.04% | -56.5% |
| Q4 2019 | $239,000 | – | 7,098 | – | 0.08% | – |
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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% |