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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $206,517 | +15.4% | 5,293 | +6.5% | 0.05% | -16.1% |
| Q4 2020 | $179,000 | +14.7% | 4,969 | 0.0% | 0.06% | +6.9% |
| Q3 2020 | $156,000 | -9.3% | 4,969 | -13.8% | 0.06% | -17.1% |
| Q2 2020 | $172,000 | +14.7% | 5,767 | -0.9% | 0.07% | +4.5% |
| Q1 2020 | $150,000 | -31.8% | 5,817 | -11.2% | 0.07% | -22.1% |
| Q4 2019 | $220,000 | +5.3% | 6,547 | +0.0% | 0.09% | 0.0% |
| Q3 2019 | $209,000 | +3.0% | 6,546 | +3.7% | 0.09% | -3.4% |
| Q2 2019 | $203,000 | -1.9% | 6,312 | -4.6% | 0.09% | -4.3% |
| Q1 2019 | $207,000 | +37.1% | 6,614 | +24.5% | 0.09% | +31.0% |
| Q4 2018 | $151,000 | -26.0% | 5,313 | -12.9% | 0.07% | -23.7% |
| Q3 2018 | $204,000 | +20.0% | 6,099 | +18.5% | 0.09% | +14.8% |
| Q2 2018 | $170,000 | -1.7% | 5,149 | +0.4% | 0.08% | -8.0% |
| Q1 2018 | $173,000 | +14.6% | 5,127 | +15.9% | 0.09% | -6.4% |
| Q4 2017 | $151,000 | +6.3% | 4,425 | +4.3% | 0.09% | +1.1% |
| Q3 2017 | $142,000 | -1.4% | 4,241 | -6.7% | 0.09% | -7.0% |
| Q2 2017 | $144,000 | +21.0% | 4,547 | +13.8% | 0.10% | +16.3% |
| Q1 2017 | $119,000 | +28.0% | 3,994 | +18.9% | 0.09% | +3.6% |
| Q4 2016 | $93,000 | 0.0% | 3,358 | +3.4% | 0.08% | -16.2% |
| Q3 2016 | $93,000 | +8.1% | 3,249 | +1.7% | 0.10% | +4.2% |
| Q2 2016 | $86,000 | +7.5% | 3,196 | +8.8% | 0.10% | +30.1% |
| Q1 2016 | $80,000 | +8.1% | 2,937 | +8.1% | 0.07% | +23.7% |
| Q4 2015 | $74,000 | -5.1% | 2,718 | -2.8% | 0.06% | -39.2% |
| Q3 2015 | $78,000 | -1.3% | 2,796 | +8.1% | 0.10% | +12.8% |
| Q2 2015 | $79,000 | +1.3% | 2,586 | 0.0% | 0.09% | +8.9% |
| Q1 2015 | $78,000 | +4.0% | 2,586 | 0.0% | 0.08% | -1.2% |
| Q4 2014 | $75,000 | – | 2,586 | – | 0.08% | – |
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% |