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 | $7,601,232 | -0.8% | 197,846 | +0.7% | 3.93% | -4.2% |
| Q1 2024 | $7,665,467 | +7.6% | 196,450 | +1.9% | 4.10% | +1.4% |
| Q4 2023 | $7,123,179 | +10.0% | 192,727 | +1.1% | 4.04% | +0.1% |
| Q3 2023 | $6,476,162 | -1.5% | 190,700 | +3.4% | 4.04% | -1.8% |
| Q2 2023 | $6,577,236 | +0.3% | 184,495 | -2.0% | 4.11% | -3.5% |
| Q1 2023 | $6,554,430 | +7.5% | 188,346 | -0.5% | 4.26% | +3.1% |
| Q4 2022 | $6,098,696 | +24.0% | 189,342 | +8.3% | 4.13% | +16.2% |
| Q3 2022 | $4,917,000 | -20.5% | 174,790 | -11.2% | 3.56% | -17.9% |
| Q2 2022 | $6,188,000 | -10.6% | 196,752 | +4.4% | 4.33% | +1.5% |
| Q1 2022 | $6,922,000 | -3.1% | 188,502 | +2.6% | 4.27% | -0.3% |
| Q4 2021 | $7,142,000 | +0.5% | 183,739 | +0.0% | 4.28% | -5.2% |
| Q3 2021 | $7,110,000 | +1.3% | 183,730 | +3.3% | 4.51% | -2.7% |
| Q2 2021 | $7,019,000 | +2.4% | 177,923 | +1.1% | 4.64% | -5.1% |
| Q1 2021 | $6,853,000 | +15.0% | 176,043 | +6.4% | 4.89% | -5.7% |
| Q4 2020 | $5,957,000 | – | 165,416 | – | 5.19% | – |
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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% |