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 | $570,146 | -15.5% | 16,788 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $674,490 | -11.3% | 18,919 | -13.4% | 0.00% | -33.3% |
| Q1 2023 | $760,380 | +27.2% | 21,850 | +17.7% | 0.00% | +50.0% |
| Q4 2022 | $597,785 | +8.9% | 18,559 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $549,000 | -6.9% | 19,533 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $590,000 | -7.2% | 18,767 | +8.3% | 0.00% | 0.0% |
| Q1 2022 | $636,000 | +47.6% | 17,322 | +56.3% | 0.00% | +100.0% |
| Q4 2021 | $431,000 | +31.4% | 11,086 | +30.5% | 0.00% | 0.0% |
| Q3 2021 | $328,000 | +26.6% | 8,496 | +29.2% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | +4.9% | 6,575 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | +2.9% | 6,575 | -1.4% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | +16.5% | 6,668 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | +5.6% | 6,575 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $195,000 | +6400.0% | 6,575 | +5077.2% | 0.00% | – |
| Q1 2017 | $3,000 | – | 127 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |