SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,086 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,427,309 | -0.8% | 531,684 | +0.8% | 0.49% | +3.8% |
| Q1 2024 | $20,582,052 | +5883.4% | 527,474 | +5567.5% | 0.47% | +4190.9% |
| Q4 2023 | $343,987 | +14.1% | 9,307 | +4.8% | 0.01% | +10.0% |
| Q3 2023 | $301,463 | -48.8% | 8,877 | -46.3% | 0.01% | -47.4% |
| Q2 2023 | $588,867 | +59.2% | 16,518 | +55.4% | 0.02% | +46.2% |
| Q1 2023 | $369,854 | +5.4% | 10,628 | +1.9% | 0.01% | +30.0% |
| Q4 2019 | $351,000 | -13.3% | 10,433 | -18.0% | 0.01% | -9.1% |
| Q3 2019 | $405,000 | -0.7% | 12,717 | +0.0% | 0.01% | +10.0% |
| Q2 2019 | $408,000 | -24.9% | 12,715 | -26.6% | 0.01% | -28.6% |
| Q1 2019 | $543,000 | -6.4% | 17,333 | -15.3% | 0.01% | -6.7% |
| Q4 2018 | $580,000 | -80.6% | 20,472 | -77.0% | 0.02% | -79.2% |
| Q3 2018 | $2,984,000 | -11.5% | 89,009 | -12.7% | 0.07% | -10.0% |
| Q2 2018 | $3,370,000 | -0.6% | 101,962 | +1.4% | 0.08% | -8.0% |
| Q1 2018 | $3,390,000 | +171.0% | 100,552 | +173.8% | 0.09% | +171.9% |
| Q4 2017 | $1,251,000 | – | 36,729 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |