SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 535 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $749,000 | -13.3% | 12,000 | -0.8% | 0.20% | +46.4% |
| Q1 2022 | $864,000 | -27.3% | 12,102 | -31.3% | 0.14% | -37.3% |
| Q3 2021 | $1,189,000 | -16.6% | 17,620 | -15.5% | 0.22% | -23.1% |
| Q2 2021 | $1,426,000 | -9.1% | 20,858 | -13.2% | 0.29% | -35.7% |
| Q1 2021 | $1,568,000 | +9.0% | 24,021 | -0.6% | 0.44% | -4.1% |
| Q4 2020 | $1,439,000 | -83.3% | 24,169 | -85.9% | 0.46% | -87.0% |
| Q3 2020 | $8,612,000 | – | 171,853 | – | 3.56% | – |
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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% |