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 | $4,940,583 | -10.2% | 145,482 | -5.7% | 2.12% | -2.9% |
| Q2 2023 | $5,498,707 | +0.1% | 154,241 | -2.3% | 2.18% | -5.6% |
| Q1 2023 | $5,495,420 | +6.1% | 157,914 | -1.8% | 2.31% | -1.6% |
| Q4 2022 | $5,177,834 | +52.6% | 160,752 | +33.3% | 2.34% | +38.0% |
| Q3 2022 | $3,393,000 | -12.2% | 120,635 | -1.8% | 1.70% | -7.3% |
| Q2 2022 | $3,863,000 | -28.5% | 122,835 | -16.5% | 1.83% | -20.9% |
| Q1 2022 | $5,403,000 | +40.4% | 147,143 | +48.7% | 2.32% | +15.8% |
| Q4 2021 | $3,847,000 | -0.3% | 98,979 | -0.7% | 2.00% | -8.1% |
| Q3 2021 | $3,858,000 | -7.4% | 99,685 | -5.7% | 2.18% | -4.7% |
| Q2 2021 | $4,168,000 | +12.5% | 105,655 | +7.3% | 2.28% | -2.4% |
| Q1 2021 | $3,704,000 | +4.4% | 98,451 | -0.1% | 2.34% | -1.7% |
| Q4 2020 | $3,549,000 | +14.2% | 98,563 | -0.4% | 2.38% | -2.7% |
| Q3 2020 | $3,107,000 | +2.0% | 98,946 | -3.4% | 2.45% | -7.0% |
| Q2 2020 | $3,046,000 | -20.0% | 102,376 | -30.5% | 2.63% | -30.7% |
| Q1 2020 | $3,807,000 | +176.1% | 147,329 | +259.4% | 3.80% | +211.9% |
| Q4 2019 | $1,379,000 | – | 40,993 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |