TIAA TRUST, NATIONAL ASSOCIATION - 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
TIAA TRUST, NATIONAL ASSOCIATION ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$694,533
-17.8%
18,078
-16.5%
0.00%
-33.3%
Q1 2024$844,744
+41.0%
21,649
+33.6%
0.00%
+50.0%
Q4 2023$598,974
+18.0%
16,206
+8.5%
0.00%0.0%
Q3 2023$507,39614,9410.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Personal Capital Advisors Corp 1,285,303$40,526,00012.85%
VECTOR WEALTH MANAGEMENT, LLC 333,477$10,515,0007.43%
Charles Schwab Investment Advisory, Inc. 5,881,684$185,449,0006.91%
Summit Asset Management, LLC 244,868$7,721,0006.10%
NORTHWEST INVESTMENT COUNSELORS, LLC 241,857$7,626,0005.31%
PIERSHALE FINANCIAL GROUP, INC. 114,270$3,603,0005.23%
Apriem Advisors 322,661$10,174,0003.99%
Gateway Advisory, LLC 204,544$6,449,0003.56%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 562,653$17,740,0003.38%
HBK Sorce Advisory LLC 288,555$9,098,0003.27%
View complete list of SCHWAB STRATEGIC TR shareholders