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 2022 | $68,000 | -5.6% | 1,166 | +0.6% | 0.02% | -4.2% |
| Q2 2022 | $72,000 | -12.2% | 1,159 | +0.6% | 0.02% | +4.3% |
| Q1 2022 | $82,000 | -1.2% | 1,152 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $83,000 | +9.2% | 1,146 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $76,000 | -19.1% | 1,140 | -17.6% | 0.02% | -17.9% |
| Q2 2021 | $94,000 | +5.6% | 1,384 | +0.5% | 0.03% | 0.0% |
| Q1 2021 | $89,000 | +9.9% | 1,377 | +0.4% | 0.03% | +7.7% |
| Q4 2020 | $81,000 | +14.1% | 1,371 | +0.7% | 0.03% | 0.0% |
| Q3 2020 | $71,000 | +6.0% | 1,362 | +1.3% | 0.03% | +8.3% |
| Q2 2020 | $67,000 | +13.6% | 1,345 | +0.7% | 0.02% | +4.3% |
| Q1 2020 | $59,000 | -25.3% | 1,335 | +0.9% | 0.02% | -11.5% |
| Q4 2019 | $79,000 | -13.2% | 1,323 | -17.8% | 0.03% | -18.8% |
| Q3 2019 | $91,000 | +550.0% | 1,610 | +429.6% | 0.03% | +433.3% |
| Q4 2018 | $14,000 | -12.5% | 304 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | – | 300 | – | 0.01% | – |
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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% |