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 | $193,572 | -4.7% | 5,700 | 0.0% | 0.18% | -3.3% |
| Q2 2023 | $203,205 | +86739.7% | 5,700 | -29.0% | 0.18% | -21.9% |
| Q1 2023 | $234 | -99.9% | 8,026 | 0.0% | 0.23% | 0.0% |
| Q3 2022 | $234,000 | -55.8% | 8,026 | -41.4% | 0.23% | -11.7% |
| Q3 2021 | $530,000 | -1.9% | 13,693 | 0.0% | 0.26% | +26.9% |
| Q2 2021 | $540,000 | +3.3% | 13,693 | -1.5% | 0.21% | +5.6% |
| Q1 2021 | $523,000 | +3.4% | 13,900 | -1.2% | 0.20% | +4.8% |
| Q4 2020 | $506,000 | +14.5% | 14,063 | 0.0% | 0.19% | +8.0% |
| Q3 2020 | $442,000 | +5.7% | 14,063 | 0.0% | 0.17% | -0.6% |
| Q2 2020 | $418,000 | -29.3% | 14,063 | -38.5% | 0.18% | -44.3% |
| Q1 2020 | $591,000 | +4.6% | 22,861 | +8.7% | 0.31% | +16.3% |
| Q4 2019 | $565,000 | – | 21,038 | – | 0.27% | – |
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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% |