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 | $7,301,409 | -2.4% | 215,000 | +2.4% | 2.43% | -3.9% |
| Q2 2023 | $7,482,588 | +13.0% | 209,890 | +10.3% | 2.53% | +18.4% |
| Q1 2023 | $6,622,760 | +15.1% | 190,309 | +6.5% | 2.14% | +9.6% |
| Q4 2022 | $5,754,290 | +41.9% | 178,649 | +23.9% | 1.95% | +24.4% |
| Q3 2022 | $4,055,000 | -26.1% | 144,148 | -17.2% | 1.57% | -24.2% |
| Q2 2022 | $5,485,000 | -5.5% | 174,125 | +10.1% | 2.07% | +1.8% |
| Q1 2022 | $5,806,000 | +39.0% | 158,119 | +47.1% | 2.03% | +36.6% |
| Q4 2021 | $4,178,000 | +18.7% | 107,484 | +18.1% | 1.49% | +6.9% |
| Q3 2021 | $3,521,000 | +8.3% | 90,994 | +10.4% | 1.39% | -17.8% |
| Q2 2021 | $3,251,000 | +11.8% | 82,406 | +6.6% | 1.69% | +2.0% |
| Q1 2021 | $2,908,000 | +20.6% | 77,296 | +15.4% | 1.66% | +10.2% |
| Q4 2020 | $2,412,000 | +31.9% | 66,995 | +15.0% | 1.50% | +12.0% |
| Q3 2020 | $1,829,000 | +25.2% | 58,259 | +18.6% | 1.34% | +15.5% |
| Q2 2020 | $1,461,000 | +2147.7% | 49,103 | +1864.1% | 1.16% | +1690.8% |
| Q1 2020 | $65,000 | – | 2,500 | – | 0.06% | – |
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% |