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 | $8,561,487 | -1.3% | 222,839 | +0.3% | 1.74% | -4.1% |
| Q1 2024 | $8,672,988 | +6.3% | 222,270 | +0.7% | 1.81% | -3.3% |
| Q4 2023 | $8,156,012 | +22.8% | 220,671 | +12.9% | 1.87% | +7.4% |
| Q3 2023 | $6,640,623 | -2.3% | 195,542 | +2.6% | 1.74% | -1.0% |
| Q2 2023 | $6,795,829 | +3.7% | 190,626 | +1.2% | 1.76% | -6.2% |
| Q1 2023 | $6,553,080 | +26.1% | 188,307 | +16.7% | 1.88% | +15.4% |
| Q4 2022 | $5,195,759 | +129794.0% | 161,309 | +120279.9% | 1.63% | +162800.0% |
| Q3 2022 | $4,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 134 | -2.2% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 137 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | -16.7% | 137 | -8.7% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 150 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 164 | +1.2% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | -14.3% | 162 | -13.8% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 188 | +1.6% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 185 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $6,000 | +20.0% | 185 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 184 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | – | 184 | – | 0.00% | – |
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% |