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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $753,998 | +1.3% | 21,150 | -1.1% | 0.45% | -5.5% |
| Q1 2023 | $744,378 | +12.1% | 21,390 | +3.8% | 0.47% | -2.9% |
| Q4 2022 | $663,757 | +22.5% | 20,607 | +6.9% | 0.49% | +7.3% |
| Q3 2022 | $542,000 | -19.5% | 19,277 | -10.0% | 0.45% | -28.0% |
| Q2 2022 | $673,000 | -12.8% | 21,414 | +1.9% | 0.63% | +16.7% |
| Q1 2022 | $772,000 | +11.7% | 21,022 | +18.2% | 0.54% | +16.7% |
| Q4 2021 | $691,000 | +2.8% | 17,788 | +4.5% | 0.46% | -0.6% |
| Q2 2021 | $672,000 | +13.7% | 17,025 | +8.4% | 0.46% | +0.9% |
| Q1 2021 | $591,000 | +8.0% | 15,711 | +3.4% | 0.46% | +5.3% |
| Q4 2020 | $547,000 | +15.6% | 15,193 | +0.8% | 0.44% | -5.2% |
| Q3 2020 | $473,000 | – | 15,078 | – | 0.46% | – |
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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% |