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 | $222 | -7.9% | 5,802 | -5.7% | 0.13% | -9.9% |
| Q1 2024 | $241 | +5.2% | 6,152 | -2.0% | 0.14% | -2.7% |
| Q4 2023 | $229 | +38.0% | 6,275 | +28.0% | 0.15% | +21.7% |
| Q3 2023 | $166 | -4.0% | 4,902 | +0.7% | 0.12% | -1.6% |
| Q2 2023 | $173 | +2.4% | 4,866 | -0.2% | 0.12% | +0.8% |
| Q1 2023 | $169 | -20.7% | 4,877 | -26.4% | 0.12% | -27.1% |
| Q4 2022 | $213 | -99.8% | 6,629 | +42.8% | 0.17% | +46.9% |
| Q3 2022 | $130,000 | -49.8% | 4,643 | -43.7% | 0.11% | -46.4% |
| Q2 2022 | $259,000 | +10.2% | 8,252 | +28.5% | 0.21% | +21.3% |
| Q1 2022 | $235,000 | +23400.0% | 6,422 | +18788.2% | 0.17% | +17300.0% |
| Q4 2021 | $1,000 | – | 34 | – | 0.00% | – |
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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% |