SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,373 | -3.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $55,551 | +2.3% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $54,300 | -0.7% | 828 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $54,665 | +13.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $48,000 | -7.7% | 828 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -11.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $59,000 | -3.3% | 828 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $61,000 | +13.0% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $54,000 | +25.6% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $43,000 | -8.5% | 828 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $47,000 | 0.0% | 828 | -8.0% | 0.02% | -15.0% |
| Q3 2017 | $47,000 | +4.4% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $45,000 | – | 900 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 118,083 | $8,277,642 | 3.49% |
| Marotta Asset Management | 8,179 | $573,348 | 0.12% |
| CGN Advisors LLC | 12,389 | $868,469 | 0.12% |
| Pure Financial Advisors, LLC | 30,761 | $2,156,372 | 0.07% |
| MASSMUTUAL TRUST CO FSB/ADV | 11,112 | $778,951 | 0.03% |
| Anchor Investment Management, LLC | 2,610 | $182,981 | 0.02% |
| Bartlett & Co. LLC | 12,247 | $860 | 0.01% |
| Apella Capital, LLC | 3,008 | $209,477 | 0.01% |
| Versant Capital Management, Inc | 511 | $35,821 | 0.01% |
| BALDWIN BROTHERS LLC/MA | 1,279 | $89,658 | 0.01% |