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 | $206,818 | -4.8% | 6,090 | -0.1% | 0.02% | -20.0% |
| Q2 2023 | $217,289 | -10.2% | 6,095 | -29.2% | 0.02% | -32.4% |
| Q3 2022 | $242,000 | +5.2% | 8,607 | +44.8% | 0.04% | +12.1% |
| Q3 2021 | $230,000 | -33.5% | 5,946 | -32.4% | 0.03% | -21.4% |
| Q2 2021 | $346,000 | +195.7% | 8,793 | +182.4% | 0.04% | +121.1% |
| Q1 2021 | $117,000 | +7.3% | 3,114 | +2.9% | 0.02% | -17.4% |
| Q4 2020 | $109,000 | -99.9% | 3,027 | -39.6% | 0.02% | -71.2% |
| Q3 2020 | $160,014,000 | -5.7% | 5,013 | -9.5% | 0.08% | -14.9% |
| Q2 2020 | $169,709,000 | +3250.6% | 5,537 | +2725.0% | 0.09% | +3033.3% |
| Q1 2020 | $5,065,000 | -29.3% | 196 | -8.0% | 0.00% | -25.0% |
| Q4 2019 | $7,165,000 | – | 213 | – | 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% |