SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,276,524 | -50.1% | 159,425 | -48.0% | 0.42% | +3.0% |
| Q2 2023 | $20,586,390 | +121.5% | 306,848 | +116.5% | 0.40% | -23.5% |
| Q1 2023 | $9,293,413 | +9.1% | 141,711 | +9.8% | 0.53% | +100.0% |
| Q4 2022 | $8,517,643 | +22.6% | 129,016 | +8.7% | 0.26% | -56.0% |
| Q3 2022 | $6,946,000 | +3.0% | 118,714 | +9.9% | 0.60% | +6.4% |
| Q2 2022 | $6,744,000 | +67.5% | 108,048 | +91.6% | 0.56% | +98.6% |
| Q1 2022 | $4,026,000 | +6.0% | 56,392 | +8.7% | 0.28% | +4.4% |
| Q4 2021 | $3,798,000 | +19.0% | 51,866 | +9.7% | 0.27% | -1.8% |
| Q3 2021 | $3,191,000 | +5.2% | 47,287 | +6.6% | 0.28% | +2.6% |
| Q2 2021 | $3,032,000 | +20.6% | 44,342 | +15.1% | 0.27% | +5.5% |
| Q1 2021 | $2,514,000 | +23.4% | 38,516 | +12.6% | 0.26% | +8.0% |
| Q4 2020 | $2,037,000 | +25.4% | 34,214 | +9.9% | 0.24% | +4.4% |
| Q3 2020 | $1,625,000 | +10.0% | 31,129 | +5.6% | 0.23% | -3.0% |
| Q2 2020 | $1,477,000 | +10.1% | 29,466 | +6.5% | 0.23% | -6.4% |
| Q1 2020 | $1,341,000 | -14.9% | 27,660 | +5.3% | 0.25% | -22.4% |
| Q4 2019 | $1,576,000 | +19600.0% | 26,268 | +14825.0% | 0.32% | +16000.0% |
| Q3 2016 | $8,000 | -52.9% | 176 | -52.6% | 0.00% | -60.0% |
| Q2 2016 | $17,000 | +6.2% | 371 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $16,000 | -99.8% | 371 | -99.7% | 0.01% | -99.2% |
| Q3 2011 | $6,946,000 | – | 118,714 | – | 0.60% | – |
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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% |