SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $254,683 | -94.9% | 3,438 | -95.2% | 0.00% | -100.0% |
| Q4 2023 | $5,004,891 | +178.5% | 71,396 | +166.5% | 0.00% | – |
| Q2 2023 | $1,797,310 | +535.6% | 26,790 | +521.3% | 0.00% | – |
| Q1 2023 | $282,755 | -0.7% | 4,312 | +0.0% | 0.00% | – |
| Q4 2022 | $284,634 | +13.0% | 4,311 | +0.0% | 0.00% | – |
| Q3 2022 | $252,000 | -43.2% | 4,310 | -39.4% | 0.00% | – |
| Q2 2022 | $444,000 | -31.6% | 7,108 | -21.8% | 0.00% | – |
| Q1 2022 | $649,000 | +10.6% | 9,087 | +13.3% | 0.00% | – |
| Q4 2021 | $587,000 | +18.1% | 8,021 | +8.8% | 0.00% | – |
| Q3 2021 | $497,000 | +64.0% | 7,371 | +66.5% | 0.00% | – |
| Q2 2021 | $303,000 | +5.6% | 4,426 | +0.6% | 0.00% | – |
| Q1 2021 | $287,000 | +9.5% | 4,400 | 0.0% | 0.00% | – |
| Q4 2020 | $262,000 | +13.9% | 4,400 | 0.0% | 0.00% | – |
| Q3 2020 | $230,000 | -90.9% | 4,400 | -89.6% | 0.00% | -100.0% |
| Q4 2019 | $2,540,000 | – | 42,247 | – | 0.00% | – |
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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% |