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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $433,726 | -3.8% | 11,735 | -11.6% | 0.18% | -10.7% |
| Q3 2023 | $450,853 | -4.7% | 13,276 | 0.0% | 0.20% | -3.0% |
| Q2 2023 | $473,289 | +1.3% | 13,276 | -1.2% | 0.20% | -5.6% |
| Q1 2023 | $467,399 | +8.0% | 13,431 | 0.0% | 0.22% | +2.4% |
| Q4 2022 | $432,613 | -30.7% | 13,431 | -39.4% | 0.21% | -36.0% |
| Q3 2022 | $624,000 | -10.6% | 22,179 | 0.0% | 0.33% | -7.1% |
| Q2 2022 | $698,000 | -14.3% | 22,179 | 0.0% | 0.35% | -1.1% |
| Q1 2022 | $814,000 | -7.1% | 22,179 | -1.6% | 0.36% | -4.3% |
| Q4 2021 | $876,000 | +0.5% | 22,529 | 0.0% | 0.37% | -1.1% |
| Q3 2021 | $872,000 | -2.1% | 22,529 | -0.2% | 0.38% | +0.5% |
| Q2 2021 | $891,000 | +4.9% | 22,579 | 0.0% | 0.38% | -4.6% |
| Q1 2021 | $849,000 | +4.7% | 22,579 | +0.2% | 0.39% | -6.2% |
| Q4 2020 | $811,000 | -35.0% | 22,529 | -43.3% | 0.42% | -41.6% |
| Q3 2020 | $1,248,000 | -57.8% | 39,744 | -60.0% | 0.72% | -62.8% |
| Q2 2020 | $2,959,000 | -42.8% | 99,471 | -50.3% | 1.93% | -59.8% |
| Q1 2020 | $5,177,000 | -24.9% | 200,340 | -2.3% | 4.80% | -11.7% |
| Q4 2019 | $6,894,000 | – | 204,986 | – | 5.43% | – |
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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% |