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 | $973,121 | +8.3% | 25,328 | +10.0% | 0.27% | -2.9% |
| Q1 2024 | $898,221 | -3.5% | 23,019 | -8.6% | 0.28% | -10.6% |
| Q4 2023 | $930,564 | +6.6% | 25,178 | -2.0% | 0.31% | -1.3% |
| Q3 2023 | $872,839 | +1.2% | 25,702 | +6.3% | 0.32% | +6.1% |
| Q2 2023 | $862,194 | +3.3% | 24,185 | +0.8% | 0.30% | -4.8% |
| Q1 2023 | $834,757 | +8.1% | 23,987 | +0.1% | 0.31% | -3.7% |
| Q4 2022 | $772,147 | +1.9% | 23,972 | -11.1% | 0.32% | -9.2% |
| Q3 2022 | $758,000 | -17.2% | 26,969 | -7.4% | 0.36% | -17.7% |
| Q2 2022 | $916,000 | +32.0% | 29,135 | +54.1% | 0.43% | +29.6% |
| Q1 2022 | $694,000 | -36.3% | 18,910 | -32.5% | 0.34% | -18.9% |
| Q4 2021 | $1,089,000 | +5.9% | 28,024 | +5.5% | 0.41% | -8.4% |
| Q3 2021 | $1,028,000 | -8.2% | 26,574 | -6.4% | 0.45% | -12.1% |
| Q2 2021 | $1,120,000 | +20.6% | 28,394 | +14.9% | 0.51% | +5.8% |
| Q1 2021 | $929,000 | +20.2% | 24,706 | +15.1% | 0.48% | +6.1% |
| Q4 2020 | $773,000 | +31.7% | 21,469 | +14.7% | 0.46% | +6.5% |
| Q3 2020 | $587,000 | +16.2% | 18,719 | +10.2% | 0.43% | +1.7% |
| Q2 2020 | $505,000 | +227.9% | 16,989 | +268.8% | 0.42% | +267.0% |
| Q3 2018 | $154,000 | +4.1% | 4,606 | +2.8% | 0.12% | -12.9% |
| Q2 2018 | $148,000 | -2.6% | 4,480 | +0.3% | 0.13% | -3.6% |
| Q4 2017 | $152,000 | – | 4,468 | – | 0.14% | – |
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% |