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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $250,000 | -44.8% | 7,961 | -35.4% | 0.18% | -36.7% |
| Q1 2022 | $453,000 | -19.8% | 12,325 | -15.3% | 0.29% | -17.4% |
| Q4 2021 | $565,000 | -19.7% | 14,544 | -20.0% | 0.35% | -27.5% |
| Q3 2021 | $704,000 | -6.8% | 18,187 | -5.0% | 0.48% | -17.6% |
| Q2 2021 | $755,000 | +3.4% | 19,147 | -1.3% | 0.59% | -11.3% |
| Q1 2021 | $730,000 | -3.1% | 19,404 | -7.3% | 0.66% | -3.1% |
| Q4 2020 | $753,000 | +10.1% | 20,921 | -4.0% | 0.68% | -3.5% |
| Q3 2020 | $684,000 | +3.3% | 21,784 | -2.0% | 0.71% | -10.8% |
| Q2 2020 | $662,000 | +14.9% | 22,239 | -0.2% | 0.79% | +4.1% |
| Q1 2020 | $576,000 | -31.5% | 22,282 | +19973.9% | 0.76% | +18.3% |
| Q4 2019 | $841,000 | – | 111 | – | 0.64% | – |
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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% |