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 | $3,667,590 | -0.8% | 95,411 | +0.7% | 2.33% | -2.1% |
| Q1 2024 | $3,698,612 | +16.2% | 94,787 | +9.3% | 2.38% | -2.7% |
| Q4 2023 | $3,184,113 | +18.5% | 86,737 | +9.7% | 2.45% | +6.7% |
| Q3 2023 | $2,686,041 | -3.5% | 79,095 | +1.4% | 2.29% | -0.4% |
| Q2 2023 | $2,782,100 | +2.4% | 78,040 | +0.9% | 2.30% | -5.1% |
| Q1 2023 | $2,716,024 | +0.5% | 77,336 | +0.7% | 2.43% | -0.2% |
| Q4 2022 | $2,701,280 | +25.1% | 76,785 | +0.8% | 2.43% | +5.9% |
| Q3 2022 | $2,160,000 | -3.4% | 76,154 | +5.0% | 2.30% | -1.1% |
| Q2 2022 | $2,235,000 | +4.1% | 72,531 | +21.3% | 2.32% | +18.7% |
| Q1 2022 | $2,147,000 | -4.7% | 59,815 | -0.3% | 1.96% | -5.8% |
| Q4 2021 | $2,253,000 | – | 60,012 | – | 2.08% | – |
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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% |