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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,294,000 | -2.2% | 443,739 | +3.5% | 0.01% | 0.0% |
| Q4 2021 | $16,668,000 | +442.8% | 428,807 | +440.4% | 0.01% | +350.0% |
| Q3 2021 | $3,071,000 | -22.5% | 79,344 | -21.0% | 0.00% | 0.0% |
| Q2 2021 | $3,962,000 | +38.6% | 100,443 | +32.2% | 0.00% | 0.0% |
| Q1 2021 | $2,858,000 | -39.9% | 75,963 | -42.4% | 0.00% | -33.3% |
| Q4 2020 | $4,752,000 | +212.6% | 131,963 | +172.5% | 0.00% | +200.0% |
| Q3 2020 | $1,520,000 | +4.0% | 48,423 | -1.4% | 0.00% | 0.0% |
| Q2 2020 | $1,461,000 | -73.1% | 49,125 | -76.6% | 0.00% | -80.0% |
| Q1 2020 | $5,426,000 | +7.9% | 209,967 | +40.5% | 0.01% | +25.0% |
| Q4 2019 | $5,027,000 | +1102.6% | 149,483 | +1038.7% | 0.00% | – |
| Q3 2019 | $418,000 | +102.9% | 13,127 | +104.1% | 0.00% | – |
| Q2 2019 | $206,000 | -20.8% | 6,432 | -22.7% | 0.00% | – |
| Q1 2019 | $260,000 | -99.0% | 8,318 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $27,179,000 | +6627.5% | 958,696 | +7848.1% | 0.03% | – |
| Q3 2018 | $404,000 | +73.4% | 12,062 | +71.1% | 0.00% | – |
| Q2 2018 | $233,000 | -86.1% | 7,049 | -85.6% | 0.00% | -100.0% |
| Q4 2017 | $1,671,000 | -73.8% | 49,056 | -78.7% | 0.00% | -77.8% |
| Q4 2016 | $6,377,000 | +231.6% | 230,400 | +230.1% | 0.01% | +200.0% |
| Q4 2015 | $1,923,000 | +574.7% | 69,788 | +570.3% | 0.00% | +200.0% |
| Q3 2015 | $285,000 | -81.7% | 10,412 | -80.7% | 0.00% | -66.7% |
| Q4 2014 | $1,557,000 | – | 53,851 | – | 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% |