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 | $3,686,195 | -4.5% | 108,545 | +0.3% | 2.37% | -1.1% |
| Q2 2023 | $3,859,084 | +2.9% | 108,249 | +0.5% | 2.40% | +0.2% |
| Q1 2023 | $3,749,061 | +14.3% | 107,732 | +5.8% | 2.39% | +2.4% |
| Q4 2022 | $3,279,643 | +20.2% | 101,821 | +4.9% | 2.34% | +3.5% |
| Q3 2022 | $2,729,000 | +1.6% | 97,028 | +13.7% | 2.26% | -3.8% |
| Q2 2022 | $2,685,000 | -12.3% | 85,369 | +2.4% | 2.35% | -4.0% |
| Q1 2022 | $3,060,000 | -4.3% | 83,346 | +1.3% | 2.45% | +2.0% |
| Q4 2021 | $3,199,000 | -0.6% | 82,292 | -1.0% | 2.40% | -10.3% |
| Q3 2021 | $3,217,000 | -1.9% | 83,119 | -0.0% | 2.67% | -1.2% |
| Q2 2021 | $3,280,000 | +4.4% | 83,134 | -0.5% | 2.70% | -6.9% |
| Q1 2021 | $3,142,000 | +9.3% | 83,513 | +4.6% | 2.91% | -11.5% |
| Q4 2020 | $2,875,000 | – | 79,846 | – | 3.28% | – |
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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% |