SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,434,878 | -4.7% | 42,252 | 0.0% | 0.03% | -3.7% |
Q2 2023 | $1,506,284 | +1.7% | 42,252 | -0.7% | 0.03% | 0.0% |
Q1 2023 | $1,481,436 | -10.2% | 42,570 | -16.8% | 0.03% | -15.6% |
Q4 2022 | $1,648,927 | +15.5% | 51,193 | +0.8% | 0.03% | +3.2% |
Q3 2022 | $1,428,000 | -11.1% | 50,782 | -0.6% | 0.03% | -8.8% |
Q2 2022 | $1,607,000 | -14.5% | 51,082 | -0.2% | 0.03% | 0.0% |
Q1 2022 | $1,880,000 | -5.3% | 51,184 | +0.2% | 0.03% | +3.0% |
Q4 2021 | $1,985,000 | +8.6% | 51,082 | +8.2% | 0.03% | 0.0% |
Q3 2021 | $1,827,000 | -1.9% | 47,207 | 0.0% | 0.03% | -8.3% |
Q2 2021 | $1,862,000 | +4.8% | 47,207 | 0.0% | 0.04% | 0.0% |
Q1 2021 | $1,776,000 | +4.2% | 47,207 | -0.2% | 0.04% | 0.0% |
Q4 2020 | $1,704,000 | -7.6% | 47,307 | -19.5% | 0.04% | -16.3% |
Q3 2020 | $1,845,000 | -4.9% | 58,753 | -9.9% | 0.04% | -10.4% |
Q2 2020 | $1,941,000 | +27.3% | 65,214 | +10.5% | 0.05% | +9.1% |
Q1 2020 | $1,525,000 | – | 59,039 | – | 0.04% | – |
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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% |