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 | $231,600 | -89.4% | 6,028 | -77.7% | 0.04% | -89.6% |
| Q1 2024 | $2,184,082 | +880.3% | 27,046 | +348.7% | 0.38% | +836.6% |
| Q4 2023 | $222,800 | -60.0% | 6,027 | -72.0% | 0.04% | -78.4% |
| Q1 2020 | $557,000 | -23.3% | 21,560 | 0.0% | 0.19% | +0.5% |
| Q4 2019 | $726,000 | +9.8% | 21,560 | +3.8% | 0.19% | +18.1% |
| Q3 2019 | $661,000 | 0.0% | 20,780 | +0.8% | 0.16% | 0.0% |
| Q2 2019 | $661,000 | +2.5% | 20,617 | 0.0% | 0.16% | -4.2% |
| Q1 2019 | $645,000 | +10.3% | 20,617 | 0.0% | 0.17% | -2.9% |
| Q4 2018 | $585,000 | -12.8% | 20,617 | +3.0% | 0.17% | -3.9% |
| Q3 2018 | $671,000 | +1.5% | 20,011 | 0.0% | 0.18% | -3.8% |
| Q2 2018 | $661,000 | -1.9% | 20,011 | 0.0% | 0.19% | -2.1% |
| Q1 2018 | $674,000 | -1.2% | 20,011 | 0.0% | 0.19% | -1.0% |
| Q4 2017 | $682,000 | +4.3% | 20,011 | +2.4% | 0.19% | -1.0% |
| Q3 2017 | $654,000 | +5.3% | 19,550 | 0.0% | 0.19% | +1.0% |
| Q2 2017 | $621,000 | +6.3% | 19,550 | 0.0% | 0.19% | +2.7% |
| Q1 2017 | $584,000 | +7.9% | 19,550 | 0.0% | 0.19% | -0.5% |
| Q4 2016 | $541,000 | -1.1% | 19,550 | +2.9% | 0.19% | -4.6% |
| Q3 2016 | $547,000 | +6.2% | 18,991 | 0.0% | 0.20% | 0.0% |
| Q2 2016 | $515,000 | 0.0% | 18,991 | 0.0% | 0.20% | -7.1% |
| Q1 2016 | $515,000 | -1.5% | 18,991 | 0.0% | 0.21% | +1.9% |
| Q4 2015 | $523,000 | – | 18,991 | – | 0.21% | – |
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% |