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 | $696,872 | +3.5% | 18,138 | +5.1% | 0.25% | +0.4% |
| Q1 2024 | $673,495 | +46.0% | 17,260 | +38.3% | 0.25% | +34.6% |
| Q4 2023 | $461,418 | +112.1% | 12,484 | +94.8% | 0.19% | +88.0% |
| Q3 2023 | $217,581 | +25.5% | 6,407 | +31.7% | 0.10% | +26.6% |
| Q2 2023 | $173,401 | +30.8% | 4,864 | +18.1% | 0.08% | +19.7% |
| Q4 2022 | $132,601 | – | 4,117 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,496,545 | $75,271,000 | 23.28% |
| SVB Investment Services Inc. | 587,750 | $17,486,000 | 16.01% |
| Matrix Trust Co | 1,915,821 | $56,996,000 | 14.53% |
| Evergreen Advisors, LLC | 850,890 | $25,314,000 | 12.27% |
| Personal Capital Advisors Corp | 48,455,651 | $1,441,556,000 | 11.90% |
| Northwest Capital Management Inc | 424,716 | $12,636,000 | 11.09% |
| Adams Chetwood Wealth Management LLC | 326,115 | $9,702,000 | 9.86% |
| Harborview Advisors, LLC | 395,108 | $11,754,000 | 9.72% |
| APPLETON GROUP, LLC | 264,626 | $7,873,000 | 9.48% |
| Callan Capital, LLC | 1,267,813 | $37,717,000 | 9.46% |