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 2020 | $791,000 | +10.6% | 26,572 | -4.0% | 0.40% | -9.6% |
| Q1 2020 | $715,000 | -3.8% | 27,679 | +25.3% | 0.44% | +34.5% |
| Q4 2019 | $743,000 | +36.1% | 22,087 | +28.8% | 0.32% | +18.6% |
| Q3 2019 | $546,000 | +1.5% | 17,150 | +2.4% | 0.27% | +1.5% |
| Q2 2019 | $538,000 | +35.9% | 16,755 | +32.6% | 0.27% | +33.7% |
| Q1 2019 | $396,000 | +11.9% | 12,640 | +1.2% | 0.20% | +5.2% |
| Q4 2018 | $354,000 | +26.0% | 12,495 | +48.8% | 0.19% | +41.2% |
| Q3 2018 | $281,000 | +3.3% | 8,395 | +1.8% | 0.14% | +11.5% |
| Q2 2018 | $272,000 | -3.9% | 8,245 | -1.8% | 0.12% | -8.3% |
| Q1 2018 | $283,000 | – | 8,395 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Personal Capital Advisors Corp | 1,285,303 | $40,526,000 | 12.85% |
| VECTOR WEALTH MANAGEMENT, LLC | 333,477 | $10,515,000 | 7.43% |
| Charles Schwab Investment Advisory, Inc. | 5,881,684 | $185,449,000 | 6.91% |
| Summit Asset Management, LLC | 244,868 | $7,721,000 | 6.10% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 241,857 | $7,626,000 | 5.31% |
| PIERSHALE FINANCIAL GROUP, INC. | 114,270 | $3,603,000 | 5.23% |
| Apriem Advisors | 322,661 | $10,174,000 | 3.99% |
| Gateway Advisory, LLC | 204,544 | $6,449,000 | 3.56% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 562,653 | $17,740,000 | 3.38% |
| HBK Sorce Advisory LLC | 288,555 | $9,098,000 | 3.27% |