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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,440 | -20.7% | 6,436 | -22.6% | 0.00% | 0.0% |
| Q1 2023 | $289,280 | -95.4% | 8,313 | -90.9% | 0.00% | -92.3% |
| Q4 2022 | $6,283,501 | +1894.8% | 91,766 | +719.2% | 0.01% | +1200.0% |
| Q3 2022 | $315,000 | +270.6% | 11,202 | -11.8% | 0.00% | – |
| Q2 2022 | $85,000 | -81.1% | 12,700 | +1.5% | 0.00% | -100.0% |
| Q4 2020 | $450,000 | +7.9% | 12,518 | -5.7% | 0.00% | 0.0% |
| Q3 2020 | $417,000 | +30.3% | 13,281 | +23.6% | 0.00% | 0.0% |
| Q2 2020 | $320,000 | – | 10,741 | – | 0.00% | – |
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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% |