SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,476 | -3.5% | 19,927 | -1.1% | 1.07% | +0.5% |
| Q1 2024 | $1,530 | +8.3% | 20,142 | -0.1% | 1.06% | +1.6% |
| Q4 2023 | $1,413 | +11.3% | 20,162 | +2.4% | 1.05% | +3.7% |
| Q3 2023 | $1,270 | +2.0% | 19,696 | +6.1% | 1.01% | +7.5% |
| Q2 2023 | $1,245 | -2.6% | 18,556 | -4.8% | 0.94% | -4.8% |
| Q1 2023 | $1,278 | -3.1% | 19,486 | -2.5% | 0.99% | -8.5% |
| Q4 2022 | $1,319 | -99.9% | 19,984 | -2.2% | 1.08% | +6.7% |
| Q3 2022 | $1,196,000 | -6.3% | 20,438 | 0.0% | 1.01% | +2.7% |
| Q2 2022 | $1,276,000 | -15.3% | 20,438 | -3.1% | 0.98% | +6.5% |
| Q1 2022 | $1,507,000 | +12.7% | 21,102 | +15.6% | 0.92% | +19.1% |
| Q4 2021 | $1,337,000 | +24.5% | 18,260 | +14.7% | 0.78% | +11.8% |
| Q3 2021 | $1,074,000 | +7.2% | 15,923 | +8.7% | 0.69% | +3.9% |
| Q2 2021 | $1,002,000 | -99.9% | 14,650 | -0.4% | 0.67% | -1.5% |
| Q1 2021 | $960,045,000 | +99489.7% | 14,707 | -9.2% | 0.68% | -8.5% |
| Q4 2020 | $964,000 | +12.2% | 16,201 | -1.5% | 0.74% | +3.5% |
| Q3 2020 | $859,000 | – | 16,452 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 238,421 | $8,893,000 | 7.88% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 683,814 | $25,506,000 | 6.92% |
| Newman Dignan & Sheerar, Inc. | 153,577 | $5,728,000 | 4.45% |
| IMA Advisory Services, Inc. | 66,741 | $2,489,000 | 1.22% |
| Mariner, LLC | 93,364 | $3,482,000 | 0.64% |
| ProVise Management Group, LLC | 57,042 | $2,128,000 | 0.60% |
| Live Your Vision, LLC | 27,890 | $1,040,000 | 0.60% |
| CONDOR CAPITAL MANAGEMENT | 44,984 | $1,678,000 | 0.58% |
| Carlson Capital Management | 22,032 | $822,000 | 0.37% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9,513 | $355,000 | 0.36% |