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 | $367,769 | -43.1% | 9,572 | -42.2% | 0.10% | -44.6% |
| Q1 2024 | $646,653 | +5.6% | 16,572 | 0.0% | 0.19% | -5.6% |
| Q4 2023 | $612,514 | +9.7% | 16,572 | +0.8% | 0.20% | -2.0% |
| Q3 2023 | $558,159 | -3.5% | 16,436 | +1.3% | 0.20% | +2.0% |
| Q2 2023 | $578,235 | +81.7% | 16,220 | +77.4% | 0.20% | +72.8% |
| Q1 2023 | $318,211 | +2.1% | 9,144 | -5.5% | 0.11% | -5.8% |
| Q4 2022 | $311,696 | +15.9% | 9,677 | +1.3% | 0.12% | +6.1% |
| Q3 2022 | $269,000 | -10.3% | 9,552 | 0.0% | 0.11% | -5.0% |
| Q2 2022 | $300,000 | +0.7% | 9,552 | +17.6% | 0.12% | -1.6% |
| Q1 2022 | $298,000 | -1.0% | 8,119 | +4.9% | 0.12% | +9.9% |
| Q4 2021 | $301,000 | +0.3% | 7,743 | 0.0% | 0.11% | -28.4% |
| Q3 2021 | $300,000 | -5.1% | 7,743 | -3.4% | 0.16% | -9.4% |
| Q2 2021 | $316,000 | +16.2% | 8,014 | +10.7% | 0.17% | +4.9% |
| Q1 2021 | $272,000 | +4.2% | 7,239 | 0.0% | 0.16% | -4.1% |
| Q4 2020 | $261,000 | – | 7,239 | – | 0.17% | – |
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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% |