SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $210,000 | -15.3% | 5,436 | -13.7% | 0.08% | -13.5% |
| Q2 2021 | $248,000 | +4.6% | 6,301 | 0.0% | 0.10% | -2.0% |
| Q1 2021 | $237,000 | -6.7% | 6,301 | -10.8% | 0.10% | -8.4% |
| Q4 2020 | $254,000 | -8.6% | 7,060 | -20.4% | 0.11% | -15.7% |
| Q3 2020 | $278,000 | -37.8% | 8,864 | -41.0% | 0.13% | -34.5% |
| Q2 2020 | $447,000 | -26.8% | 15,022 | -36.5% | 0.19% | -39.4% |
| Q1 2020 | $611,000 | -28.5% | 23,640 | -7.0% | 0.32% | -6.2% |
| Q4 2019 | $855,000 | – | 25,415 | – | 0.34% | – |
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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% |