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 | $223,775 | – | 5,770 | – | 0.05% | – |
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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% |