Simplicity Wealth,LLC - 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
Simplicity Wealth,LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$2,469,871
+3.9%
64,286
+5.6%
0.06%
-1.8%
Q1 2024$2,376,12660,8950.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,496,545$75,271,00023.28%
SVB Investment Services Inc. 587,750$17,486,00016.01%
Matrix Trust Co 1,915,821$56,996,00014.53%
Evergreen Advisors, LLC 850,890$25,314,00012.27%
Personal Capital Advisors Corp 48,455,651$1,441,556,00011.90%
Northwest Capital Management Inc 424,716$12,636,00011.09%
Adams Chetwood Wealth Management LLC 326,115$9,702,0009.86%
Harborview Advisors, LLC 395,108$11,754,0009.72%
APPLETON GROUP, LLC 264,626$7,873,0009.48%
Callan Capital, LLC 1,267,813$37,717,0009.46%
View complete list of SCHWAB STRATEGIC TR shareholders