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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $334,966 | -25.8% | 8,584 | -29.7% | 0.01% | -33.3% |
| Q4 2023 | $451,245 | +12.4% | 12,209 | +3.2% | 0.01% | 0.0% |
| Q3 2023 | $401,584 | +19.7% | 11,825 | +25.7% | 0.01% | +9.1% |
| Q2 2023 | $335,518 | -13.4% | 9,411 | -15.5% | 0.01% | -15.4% |
| Q1 2023 | $387,582 | +23.7% | 11,137 | +14.4% | 0.01% | +18.2% |
| Q4 2022 | $313,446 | +12.8% | 9,731 | -1.6% | 0.01% | 0.0% |
| Q3 2022 | $278,000 | -48.3% | 9,888 | -42.2% | 0.01% | -50.0% |
| Q2 2022 | $538,000 | +117.8% | 17,106 | +154.5% | 0.02% | +100.0% |
| Q1 2022 | $247,000 | -33.2% | 6,721 | -34.6% | 0.01% | -52.2% |
| Q4 2020 | $370,000 | – | 10,279 | – | 0.02% | – |
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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% |