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 | $456,286 | -12.3% | 13,436 | -7.9% | 0.01% | 0.0% |
| Q2 2023 | $520,098 | -36.1% | 14,589 | -37.7% | 0.01% | -37.5% |
| Q1 2023 | $814,390 | +80.5% | 23,402 | +67.1% | 0.01% | +60.0% |
| Q4 2022 | $451,101 | +94.4% | 14,005 | +69.9% | 0.01% | +66.7% |
| Q3 2022 | $232,000 | +231.4% | 8,242 | +272.1% | 0.00% | +200.0% |
| Q2 2022 | $70,000 | -2.8% | 2,215 | +12.6% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | -32.1% | 1,967 | -28.0% | 0.00% | 0.0% |
| Q4 2021 | $106,000 | +211.8% | 2,731 | +206.5% | 0.00% | – |
| Q3 2021 | $34,000 | -43.3% | 891 | -41.5% | 0.00% | -100.0% |
| Q2 2021 | $60,000 | +76.5% | 1,522 | +70.8% | 0.00% | – |
| Q1 2021 | $34,000 | -5.6% | 891 | -10.3% | 0.00% | – |
| Q4 2020 | $36,000 | -73.9% | 993 | -77.3% | 0.00% | -100.0% |
| Q3 2020 | $138,000 | -1.4% | 4,382 | -6.9% | 0.00% | 0.0% |
| Q2 2020 | $140,000 | +41.4% | 4,709 | +23.3% | 0.00% | 0.0% |
| Q1 2020 | $99,000 | -26.7% | 3,819 | -4.7% | 0.00% | 0.0% |
| Q4 2019 | $135,000 | +21.6% | 4,007 | +14.7% | 0.00% | 0.0% |
| Q3 2019 | $111,000 | – | 3,492 | +349100.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2017 | $39,000 | – | 1,302 | – | 0.00% | – |
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% |