SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,088 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,330 | -0.5% | 137,430 | +0.1% | 0.71% | 0.0% |
| Q1 2024 | $5,357 | +6.6% | 137,292 | +1.0% | 0.71% | -2.2% |
| Q4 2023 | $5,026 | +24.0% | 135,992 | +14.0% | 0.72% | +12.1% |
| Q3 2023 | $4,052 | -4.7% | 119,323 | 0.0% | 0.64% | -1.5% |
| Q2 2023 | $4,254 | +9.1% | 119,323 | +6.5% | 0.65% | -1.2% |
| Q1 2023 | $3,900 | -99.9% | 112,067 | -2.9% | 0.66% | -1.2% |
| Q4 2022 | $3,715,977 | +60.2% | 115,367 | +39.9% | 0.67% | +53.0% |
| Q3 2022 | $2,319,000 | -14.1% | 82,445 | -3.9% | 0.44% | -2.4% |
| Q2 2022 | $2,699,000 | +6.4% | 85,820 | +24.2% | 0.45% | +26.5% |
| Q1 2022 | $2,537,000 | -5.7% | 69,103 | +0.0% | 0.36% | -1.9% |
| Q4 2021 | $2,689,000 | +29.0% | 69,099 | +28.3% | 0.36% | +16.4% |
| Q3 2021 | $2,085,000 | -4.0% | 53,871 | -2.1% | 0.31% | -4.6% |
| Q2 2021 | $2,171,000 | +7.6% | 55,041 | +2.6% | 0.33% | -2.1% |
| Q1 2021 | $2,018,000 | +2.6% | 53,645 | -1.8% | 0.33% | -5.4% |
| Q4 2020 | $1,966,000 | +17.0% | 54,606 | +2.0% | 0.35% | -1.4% |
| Q3 2020 | $1,681,000 | -0.2% | 53,535 | -5.5% | 0.36% | -7.0% |
| Q2 2020 | $1,685,000 | -24.7% | 56,643 | -34.6% | 0.38% | -35.5% |
| Q1 2020 | $2,237,000 | – | 86,572 | – | 0.60% | – |
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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% |