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 2021 | $15,000 | +275.0% | 390 | +314.9% | 0.01% | +300.0% |
| Q2 2021 | $4,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -80.0% | 94 | -82.8% | 0.00% | -84.6% |
| Q4 2020 | $20,000 | +17.6% | 546 | +1.1% | 0.01% | +8.3% |
| Q3 2020 | $17,000 | +6.2% | 540 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $16,000 | 0.0% | 540 | -15.1% | 0.01% | -8.3% |
| Q1 2020 | $16,000 | -23.8% | 636 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $21,000 | – | 636 | – | 0.01% | – |
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% |