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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $231,363 | +7.1% | 6,022 | +8.8% | 0.03% | +3.8% |
| Q1 2024 | $216,012 | +111.3% | 5,536 | +100.1% | 0.03% | +62.5% |
| Q4 2023 | $102,229 | +12.1% | 2,766 | +3.0% | 0.02% | 0.0% |
| Q3 2023 | $91,226 | +21.0% | 2,686 | +27.1% | 0.02% | +23.1% |
| Q2 2023 | $75,374 | +3.0% | 2,114 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $73,166 | +8.6% | 2,102 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $67,366 | -20.7% | 2,091 | -31.2% | 0.01% | -18.8% |
| Q3 2022 | $85,000 | +6.2% | 3,038 | +19.6% | 0.02% | +6.7% |
| Q2 2022 | $80,000 | +220.0% | 2,541 | +266.7% | 0.02% | +36.4% |
| Q1 2022 | $25,000 | -7.4% | 693 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $27,000 | – | 693 | – | 0.01% | – |
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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% |