SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,083 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,171 | +9.9% | 394,861 | +11.6% | 0.18% | +3.9% |
| Q1 2024 | $13,808 | +32.0% | 353,882 | +25.0% | 0.18% | +22.8% |
| Q4 2023 | $10,464 | +14.7% | 283,104 | +5.4% | 0.14% | +2.8% |
| Q3 2023 | $9,119 | +11.6% | 268,517 | +17.1% | 0.14% | +9.3% |
| Q2 2023 | $8,173 | +23.0% | 229,246 | +20.1% | 0.13% | +13.2% |
| Q1 2023 | $6,643 | -99.9% | 190,888 | +6.6% | 0.11% | +11.8% |
| Q4 2022 | $5,770,000 | -99.9% | 179,131 | +22.9% | 0.10% | +24.4% |
| Q3 2022 | $4,100,000,000 | +105244.3% | 145,738 | +17.8% | 0.08% | +9.3% |
| Q2 2022 | $3,892,000 | +8.4% | 123,765 | +26.6% | 0.08% | +19.0% |
| Q1 2022 | $3,591,000 | -99.9% | 97,781 | +6.1% | 0.06% | 0.0% |
| Q4 2021 | $3,581,000,000 | +106192.7% | 92,140 | +5.8% | 0.06% | -7.4% |
| Q3 2021 | $3,369,000 | +11.0% | 87,064 | +13.2% | 0.07% | +6.2% |
| Q2 2021 | $3,034,000 | +782.0% | 76,896 | +741.2% | 0.06% | +700.0% |
| Q1 2021 | $344,000 | +11.3% | 9,141 | +6.5% | 0.01% | -11.1% |
| Q4 2020 | $309,000 | -86.4% | 8,584 | -88.2% | 0.01% | -88.2% |
| Q3 2020 | $2,276,000 | -18.7% | 72,486 | -23.0% | 0.08% | -28.3% |
| Q2 2020 | $2,801,000 | +1253.1% | 94,164 | +1432.6% | 0.11% | +1077.8% |
| Q4 2019 | $207,000 | – | 6,144 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,496,545 | $75,271,000 | 23.28% |
| SVB Investment Services Inc. | 587,750 | $17,486,000 | 16.01% |
| Matrix Trust Co | 1,915,821 | $56,996,000 | 14.53% |
| Evergreen Advisors, LLC | 850,890 | $25,314,000 | 12.27% |
| Personal Capital Advisors Corp | 48,455,651 | $1,441,556,000 | 11.90% |
| Northwest Capital Management Inc | 424,716 | $12,636,000 | 11.09% |
| Adams Chetwood Wealth Management LLC | 326,115 | $9,702,000 | 9.86% |
| Harborview Advisors, LLC | 395,108 | $11,754,000 | 9.72% |
| APPLETON GROUP, LLC | 264,626 | $7,873,000 | 9.48% |
| Callan Capital, LLC | 1,267,813 | $37,717,000 | 9.46% |