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 | $4,499,738 | +3.1% | 132,501 | +8.3% | 2.05% | -4.5% |
| Q2 2023 | $4,362,794 | +2.4% | 122,379 | -0.0% | 2.15% | -2.7% |
| Q1 2023 | $4,259,566 | +10.3% | 122,401 | +2.1% | 2.21% | +8.3% |
| Q4 2022 | $3,860,629 | +24.7% | 119,858 | +8.9% | 2.04% | +19.7% |
| Q3 2022 | $3,095,000 | -8.0% | 110,027 | +2.9% | 1.70% | +1.4% |
| Q2 2022 | $3,364,000 | -13.5% | 106,950 | +1.0% | 1.68% | +4.7% |
| Q1 2022 | $3,888,000 | +23.0% | 105,895 | +30.2% | 1.60% | +14.6% |
| Q4 2021 | $3,161,000 | +2.7% | 81,311 | +2.3% | 1.40% | -15.4% |
| Q3 2021 | $3,077,000 | -5.9% | 79,504 | -4.1% | 1.65% | -6.5% |
| Q2 2021 | $3,269,000 | +24.7% | 82,860 | +18.9% | 1.77% | -1.6% |
| Q1 2021 | $2,621,000 | +94.7% | 69,670 | +86.3% | 1.80% | +53.3% |
| Q4 2020 | $1,346,000 | – | 37,390 | – | 1.17% | – |
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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% |