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 | $1,738,809 | -1.5% | 45,258 | 0.0% | 0.66% | -5.3% |
| Q1 2024 | $1,765,963 | +5.6% | 45,258 | -0.0% | 0.70% | -0.4% |
| Q4 2023 | $1,673,102 | +8.9% | 45,268 | +0.1% | 0.70% | -5.0% |
| Q3 2023 | $1,536,512 | -4.7% | 45,245 | 0.0% | 0.74% | -0.5% |
| Q2 2023 | $1,612,976 | +1.3% | 45,245 | -1.1% | 0.74% | -1.6% |
| Q1 2023 | $1,591,889 | +80.4% | 45,744 | +67.0% | 0.75% | +72.5% |
| Q4 2022 | $882,326 | +14.6% | 27,393 | +0.1% | 0.44% | +15.6% |
| Q3 2022 | $770,000 | -9.2% | 27,356 | +1.4% | 0.38% | -7.1% |
| Q2 2022 | $848,000 | -14.3% | 26,975 | +0.0% | 0.41% | +2.0% |
| Q1 2022 | $990,000 | -5.8% | 26,965 | -0.3% | 0.40% | +18.4% |
| Q4 2021 | $1,051,000 | +3.2% | 27,050 | +2.8% | 0.34% | -3.2% |
| Q3 2021 | $1,018,000 | -7.5% | 26,307 | -5.7% | 0.35% | -3.3% |
| Q2 2021 | $1,100,000 | +4.5% | 27,887 | -0.3% | 0.36% | -9.3% |
| Q1 2021 | $1,053,000 | -2.0% | 27,980 | -6.2% | 0.40% | -28.3% |
| Q4 2020 | $1,074,000 | +4.4% | 29,826 | -9.0% | 0.55% | -4.0% |
| Q3 2020 | $1,029,000 | -22.6% | 32,766 | -26.7% | 0.58% | -31.1% |
| Q2 2020 | $1,330,000 | -4.8% | 44,710 | -17.3% | 0.84% | -19.8% |
| Q1 2020 | $1,397,000 | -38.2% | 54,080 | -19.5% | 1.04% | -42.8% |
| Q4 2019 | $2,260,000 | +6.8% | 67,190 | +1.1% | 1.83% | +14.1% |
| Q3 2019 | $2,117,000 | -1.2% | 66,444 | -0.5% | 1.60% | -3.5% |
| Q2 2019 | $2,142,000 | +0.9% | 66,764 | -1.6% | 1.66% | -3.3% |
| Q1 2019 | $2,123,000 | +20.9% | 67,819 | +9.5% | 1.72% | -13.7% |
| Q4 2018 | $1,756,000 | – | 61,956 | – | 1.99% | – |
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% |