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 | $102,288 | +164.2% | 3,012 | +177.3% | 0.00% | +50.0% |
| Q2 2023 | $38,716 | +3.9% | 1,086 | +1.4% | 0.00% | -33.3% |
| Q1 2023 | $37,271 | -14.0% | 1,071 | -20.4% | 0.00% | 0.0% |
| Q4 2022 | $43,322 | -39.8% | 1,345 | -47.4% | 0.00% | -57.1% |
| Q3 2022 | $72,000 | -10.0% | 2,559 | +0.4% | 0.01% | +16.7% |
| Q2 2022 | $80,000 | -42.4% | 2,548 | -32.9% | 0.01% | -33.3% |
| Q1 2022 | $139,000 | +6.9% | 3,795 | +13.1% | 0.01% | 0.0% |
| Q4 2021 | $130,000 | +39.8% | 3,355 | +39.3% | 0.01% | +28.6% |
| Q3 2021 | $93,000 | +1760.0% | 2,408 | +1873.8% | 0.01% | – |
| Q2 2021 | $5,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 122 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -98.8% | 122 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $320,000 | +30.6% | 12,376 | +42.9% | 0.05% | +23.7% |
| Q4 2018 | $245,000 | – | 8,659 | – | 0.04% | – |
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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% |