Schubert & Co - SCHWAB STRATEGIC TR ownership

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
Schubert & Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$4,107
-5.5%
118
-12.6%
0.00%0.0%
Q4 2022$4,348
+8.7%
135
-11.8%
0.00%0.0%
Q3 2022$4,000
-33.3%
153
-14.0%
0.00%
-33.3%
Q2 2022$6,000
-14.3%
1780.0%0.01%
-25.0%
Q1 2022$7,0000.0%1780.0%0.01%
+14.3%
Q4 2021$7,0001780.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Personal Capital Advisors Corp 1,285,303$40,526,00012.85%
VECTOR WEALTH MANAGEMENT, LLC 333,477$10,515,0007.43%
Charles Schwab Investment Advisory, Inc. 5,881,684$185,449,0006.91%
Summit Asset Management, LLC 244,868$7,721,0006.10%
NORTHWEST INVESTMENT COUNSELORS, LLC 241,857$7,626,0005.31%
PIERSHALE FINANCIAL GROUP, INC. 114,270$3,603,0005.23%
Apriem Advisors 322,661$10,174,0003.99%
Gateway Advisory, LLC 204,544$6,449,0003.56%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 562,653$17,740,0003.38%
HBK Sorce Advisory LLC 288,555$9,098,0003.27%
View complete list of SCHWAB STRATEGIC TR shareholders