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 | $2,451,592 | -11.4% | 72,191 | -6.9% | 0.67% | -10.1% |
| Q2 2023 | $2,765,641 | -5.2% | 77,578 | -7.5% | 0.75% | -17.5% |
| Q1 2023 | $2,917,947 | +2.1% | 83,849 | -5.5% | 0.91% | -7.3% |
| Q4 2022 | $2,858,470 | +14.7% | 88,745 | +0.2% | 0.98% | +12.4% |
| Q3 2022 | $2,492,000 | -0.8% | 88,584 | +10.9% | 0.87% | +2.0% |
| Q2 2022 | $2,511,000 | -14.2% | 79,853 | +0.2% | 0.86% | -6.6% |
| Q1 2022 | $2,926,000 | -9.3% | 79,675 | -4.0% | 0.92% | -6.1% |
| Q4 2021 | $3,225,000 | -6.4% | 82,974 | -6.8% | 0.97% | -15.7% |
| Q3 2021 | $3,446,000 | +0.3% | 89,047 | +2.3% | 1.16% | -0.8% |
| Q2 2021 | $3,435,000 | +2.7% | 87,080 | -2.1% | 1.16% | -5.1% |
| Q1 2021 | $3,345,000 | -2.9% | 88,913 | -7.1% | 1.23% | -12.4% |
| Q4 2020 | $3,446,000 | +13.7% | 95,694 | -0.9% | 1.40% | -18.4% |
| Q3 2020 | $3,031,000 | +7.3% | 96,518 | +1.6% | 1.72% | -7.2% |
| Q2 2020 | $2,826,000 | +25.5% | 94,996 | +13.9% | 1.85% | +12.3% |
| Q1 2020 | $2,251,000 | +469.9% | 83,376 | +610.4% | 1.64% | +532.7% |
| Q4 2019 | $395,000 | – | 11,737 | – | 0.26% | – |
Download | ||||||
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% |