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 | $272,326 | +4.0% | 7,090 | 0.0% | 0.07% | -3.9% |
| Q1 2024 | $261,975 | 0.0% | 7,090 | 0.0% | 0.08% | 0.0% |
| Q4 2023 | $261,975 | +8.8% | 7,090 | 0.0% | 0.08% | -6.2% |
| Q3 2023 | $240,705 | -4.7% | 7,090 | 0.0% | 0.08% | -3.6% |
| Q2 2023 | $252,687 | -4.4% | 7,090 | -6.7% | 0.08% | -8.7% |
| Q1 2023 | $264,369 | +47.7% | 7,599 | +36.4% | 0.09% | +46.0% |
| Q2 2019 | $179,000 | +496.7% | 5,570 | +486.3% | 0.06% | +270.6% |
| Q1 2019 | $30,000 | +400.0% | 950 | +375.0% | 0.02% | +325.0% |
| Q4 2018 | $6,000 | – | 200 | – | 0.00% | – |
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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% |