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 | $471,149 | -2.5% | 6,360 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $483,233 | +8.4% | 6,360 | 0.0% | 0.03% | -2.9% |
| Q4 2023 | $445,836 | +8.7% | 6,360 | 0.0% | 0.03% | -5.6% |
| Q3 2023 | $409,966 | -3.9% | 6,360 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $426,692 | +2.3% | 6,360 | 0.0% | 0.04% | -7.9% |
| Q1 2023 | $417,089 | -0.7% | 6,360 | 0.0% | 0.04% | -7.3% |
| Q4 2022 | $419,887 | +12.9% | 6,360 | 0.0% | 0.04% | +5.1% |
| Q3 2022 | $372,000 | -6.3% | 6,360 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $397,000 | -12.6% | 6,360 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $454,000 | -2.6% | 6,360 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $466,000 | +8.6% | 6,360 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $429,000 | -1.4% | 6,360 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $435,000 | +4.8% | 6,360 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $415,000 | +9.5% | 6,360 | 0.0% | 0.04% | -6.8% |
| Q4 2020 | $379,000 | +14.2% | 6,360 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $332,000 | +4.1% | 6,360 | 0.0% | 0.04% | -2.2% |
| Q2 2020 | $319,000 | +13.1% | 6,360 | 0.0% | 0.04% | -6.2% |
| Q1 2020 | $282,000 | -26.2% | 6,360 | 0.0% | 0.05% | -5.9% |
| Q4 2019 | $382,000 | +5.8% | 6,360 | 0.0% | 0.05% | -3.8% |
| Q3 2019 | $361,000 | +1.1% | 6,360 | 0.0% | 0.05% | -3.6% |
| Q2 2019 | $357,000 | +2.6% | 6,360 | 0.0% | 0.06% | +1.9% |
| Q1 2019 | $348,000 | – | 6,360 | – | 0.05% | – |
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% |