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 | $36,877,871 | -4.5% | 1,085,921 | +0.3% | 2.99% | -3.3% |
| Q2 2023 | $38,598,344 | -6.0% | 1,082,702 | -8.2% | 3.09% | -11.2% |
| Q1 2023 | $41,044,651 | +113979.5% | 1,179,444 | +5.6% | 3.48% | +4.7% |
| Q4 2022 | $35,979 | -99.9% | 1,117,016 | -0.1% | 3.32% | +1.7% |
| Q3 2022 | $31,442,000 | -15.9% | 1,117,732 | -6.0% | 3.27% | -2.7% |
| Q2 2022 | $37,394,000 | -11.7% | 1,189,001 | +3.1% | 3.36% | -1.5% |
| Q1 2022 | $42,347,000 | -7.7% | 1,153,251 | -2.3% | 3.41% | -9.4% |
| Q4 2021 | $45,873,000 | +27.3% | 1,180,153 | +26.7% | 3.76% | +1.4% |
| Q3 2021 | $36,034,000 | +0.2% | 931,120 | +2.1% | 3.71% | +2.7% |
| Q2 2021 | $35,961,000 | +9.9% | 911,548 | +4.8% | 3.61% | +4.9% |
| Q1 2021 | $32,736,000 | -0.9% | 870,162 | -5.1% | 3.44% | -7.0% |
| Q4 2020 | $33,020,000 | +21.2% | 916,960 | +5.7% | 3.70% | -3.5% |
| Q3 2020 | $27,238,000 | -1.9% | 867,455 | -7.1% | 3.84% | -9.2% |
| Q2 2020 | $27,768,000 | -2.0% | 933,363 | -14.9% | 4.23% | -20.8% |
| Q1 2020 | $28,343,000 | +17.5% | 1,096,880 | +52.9% | 5.34% | +23.7% |
| Q4 2019 | $24,129,000 | – | 717,471 | – | 4.32% | – |
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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% |