SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 454 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $760,653 | +7.2% | 10,268 | +9.9% | 0.01% | 0.0% |
| Q1 2024 | $709,729 | -3.1% | 9,341 | -10.6% | 0.01% | -11.1% |
| Q4 2023 | $732,377 | +18.3% | 10,448 | +8.8% | 0.01% | 0.0% |
| Q3 2023 | $619,138 | +16.8% | 9,605 | +21.6% | 0.01% | +12.5% |
| Q2 2023 | $530,011 | +72.5% | 7,900 | +68.7% | 0.01% | +60.0% |
| Q1 2023 | $307,177 | -17.5% | 4,684 | -16.9% | 0.01% | -16.7% |
| Q4 2022 | $372,221 | +39.9% | 5,638 | +24.1% | 0.01% | +20.0% |
| Q3 2022 | $266,000 | -20.1% | 4,543 | -14.7% | 0.01% | -16.7% |
| Q2 2022 | $333,000 | -30.5% | 5,327 | -20.6% | 0.01% | -25.0% |
| Q1 2022 | $479,000 | +6.4% | 6,710 | +9.2% | 0.01% | +14.3% |
| Q4 2021 | $450,000 | +5.1% | 6,146 | -3.2% | 0.01% | 0.0% |
| Q3 2021 | $428,000 | +36.3% | 6,346 | +38.1% | 0.01% | +40.0% |
| Q2 2021 | $314,000 | +4.7% | 4,595 | +0.2% | 0.01% | -16.7% |
| Q1 2021 | $300,000 | +2.7% | 4,588 | -6.3% | 0.01% | -14.3% |
| Q4 2020 | $292,000 | +33.3% | 4,899 | +12.1% | 0.01% | +16.7% |
| Q2 2020 | $219,000 | +3.8% | 4,371 | -8.4% | 0.01% | -25.0% |
| Q1 2020 | $211,000 | -26.2% | 4,773 | +0.4% | 0.01% | 0.0% |
| Q4 2019 | $286,000 | – | 4,755 | – | 0.01% | – |
Download | ||||||
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% |