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 | $30,386,209 | -0.7% | 894,765 | +4.2% | 0.05% | +2.0% |
| Q2 2023 | $30,602,488 | -5.1% | 858,415 | -7.3% | 0.05% | -7.5% |
| Q1 2023 | $32,234,886 | +6.0% | 926,290 | -1.9% | 0.05% | 0.0% |
| Q4 2022 | $30,422,291 | +83.6% | 944,516 | +60.3% | 0.05% | +76.7% |
| Q3 2022 | $16,571,000 | +1.3% | 589,115 | +13.4% | 0.03% | +7.1% |
| Q2 2022 | $16,351,000 | -14.6% | 519,603 | -0.4% | 0.03% | -3.4% |
| Q1 2022 | $19,156,000 | -7.0% | 521,672 | -1.5% | 0.03% | 0.0% |
| Q4 2021 | $20,592,000 | -0.4% | 529,769 | -0.8% | 0.03% | -6.5% |
| Q3 2021 | $20,674,000 | -10.7% | 534,211 | -9.0% | 0.03% | -13.9% |
| Q2 2021 | $23,161,000 | -2.4% | 587,086 | -6.9% | 0.04% | -7.7% |
| Q1 2021 | $23,720,000 | +0.8% | 630,503 | -3.5% | 0.04% | -9.3% |
| Q4 2020 | $23,539,000 | +11.3% | 653,688 | -2.9% | 0.04% | -2.3% |
| Q3 2020 | $21,145,000 | +3.5% | 673,399 | -2.0% | 0.04% | -2.2% |
| Q2 2020 | $20,439,000 | -25.8% | 687,026 | -35.6% | 0.04% | -31.8% |
| Q1 2020 | $27,557,000 | – | 1,066,458 | – | 0.07% | – |
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% |