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 | $164,897 | +12.6% | 4,856 | +18.2% | 0.00% | – |
| Q2 2023 | $146,486 | +952.3% | 4,109 | +927.2% | 0.00% | – |
| Q1 2023 | $13,920 | +30.2% | 400 | +20.5% | 0.00% | – |
| Q4 2022 | $10,694 | -63.1% | 332 | -68.3% | 0.00% | – |
| Q3 2022 | $29,000 | -66.7% | 1,046 | -56.1% | 0.00% | – |
| Q1 2022 | $87,000 | +625.0% | 2,380 | +655.6% | 0.00% | – |
| Q4 2021 | $12,000 | +200.0% | 315 | +200.0% | 0.00% | – |
| Q3 2021 | $4,000 | -80.0% | 105 | -78.8% | 0.00% | – |
| Q2 2021 | $20,000 | +566.7% | 495 | +410.3% | 0.00% | – |
| Q3 2020 | $3,000 | +50.0% | 97 | +34.7% | 0.00% | – |
| Q2 2020 | $2,000 | -98.5% | 72 | -98.6% | 0.00% | – |
| Q1 2020 | $134,000 | -0.7% | 5,186 | +29.2% | 0.00% | – |
| Q4 2019 | $135,000 | -92.2% | 4,014 | -92.6% | 0.00% | -100.0% |
| Q3 2019 | $1,720,000 | -1.8% | 53,990 | -1.1% | 0.00% | 0.0% |
| Q2 2019 | $1,752,000 | +4.0% | 54,584 | +1.5% | 0.00% | -50.0% |
| Q1 2019 | $1,684,000 | +5.8% | 53,771 | -4.2% | 0.00% | 0.0% |
| Q4 2018 | $1,591,000 | -15.5% | 56,137 | -0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,883,000 | +0.5% | 56,155 | -0.9% | 0.00% | 0.0% |
| Q2 2018 | $1,873,000 | +1.3% | 56,657 | +2.4% | 0.00% | 0.0% |
| Q1 2018 | $1,849,000 | -2.3% | 55,343 | -0.4% | 0.00% | 0.0% |
| Q4 2017 | $1,892,000 | +5.1% | 55,546 | +3.3% | 0.00% | +100.0% |
| Q3 2017 | $1,800,000 | +5.5% | 53,765 | +0.1% | 0.00% | -50.0% |
| Q2 2017 | $1,706,000 | +1.9% | 53,693 | -4.2% | 0.00% | +100.0% |
| Q1 2017 | $1,674,000 | +20.2% | 56,047 | +11.4% | 0.00% | 0.0% |
| Q4 2016 | $1,393,000 | -3.8% | 50,311 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,448,000 | +6.2% | 50,311 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,364,000 | +0.6% | 50,311 | +0.6% | 0.00% | -50.0% |
| Q1 2016 | $1,356,000 | -1.7% | 50,000 | 0.0% | 0.00% | +100.0% |
| Q4 2015 | $1,379,000 | +0.7% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,369,000 | -10.2% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $1,524,000 | +0.8% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $1,512,000 | +109.1% | 50,000 | +100.0% | 0.00% | 0.0% |
| Q4 2014 | $723,000 | -6.8% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $776,000 | +370.3% | 25,000 | +400.0% | 0.00% | – |
| Q2 2014 | $165,000 | – | 5,000 | – | 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% |