SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $513,000 | -1.2% | 13,256 | +10.4% | 0.02% | -4.0% |
| Q2 2021 | $519,000 | -99.9% | 12,005 | +21.4% | 0.02% | -21.9% |
| Q1 2021 | $372,090,000 | +87450.6% | 9,891 | -16.2% | 0.03% | -61.0% |
| Q4 2020 | $425,000 | +21.4% | 11,801 | +0.3% | 0.08% | -25.5% |
| Q3 2020 | $350,000 | 0.0% | 11,763 | 0.0% | 0.11% | +8.9% |
| Q2 2020 | $350,000 | +12.9% | 11,763 | -1.9% | 0.10% | +102.0% |
| Q1 2020 | $310,000 | +5.1% | 11,990 | +36.5% | 0.05% | -19.4% |
| Q4 2019 | $295,000 | +5.4% | 8,782 | 0.0% | 0.06% | +10.7% |
| Q3 2019 | $280,000 | -12.8% | 8,782 | -12.3% | 0.06% | -63.2% |
| Q2 2019 | $321,000 | +21.1% | 10,016 | +18.5% | 0.15% | +210.2% |
| Q1 2019 | $265,000 | – | 8,451 | – | 0.05% | – |
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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% |