SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $18,123,162 | +12.4% | 274,510 | -0.4% | 1.49% | +3.1% |
Q3 2022 | $16,119,000 | -28.2% | 275,492 | -23.4% | 1.44% | -25.7% |
Q2 2022 | $22,437,000 | -14.4% | 359,466 | -2.1% | 1.94% | -4.8% |
Q1 2022 | $26,216,000 | +141.4% | 367,241 | +147.6% | 2.04% | +148.8% |
Q4 2021 | $10,859,000 | +15.8% | 148,304 | +6.7% | 0.82% | +7.2% |
Q3 2021 | $9,378,000 | -5.0% | 138,974 | -3.7% | 0.76% | -5.1% |
Q2 2021 | $9,871,000 | +439.4% | 144,381 | +415.0% | 0.80% | +400.0% |
Q1 2021 | $1,830,000 | -22.4% | 28,035 | -24.0% | 0.16% | +51.9% |
Q4 2020 | $2,358,000 | +374.4% | 36,906 | +287.8% | 0.11% | +112.0% |
Q3 2020 | $497,000 | -14.5% | 9,516 | -18.0% | 0.05% | -19.4% |
Q2 2020 | $581,000 | -35.2% | 11,601 | -42.7% | 0.06% | -46.1% |
Q1 2020 | $897,000 | -37.7% | 20,256 | -15.4% | 0.12% | -28.1% |
Q4 2019 | $1,439,000 | -1.9% | 23,937 | -7.4% | 0.16% | -9.6% |
Q3 2019 | $1,467,000 | -4.3% | 25,852 | -5.3% | 0.18% | -2.7% |
Q2 2019 | $1,533,000 | -27.2% | 27,309 | -29.1% | 0.18% | -25.4% |
Q1 2019 | $2,107,000 | -68.9% | 38,499 | -72.0% | 0.24% | -72.2% |
Q4 2018 | $6,781,000 | +169425.0% | 137,565 | +199269.6% | 0.88% | – |
Q1 2018 | $4,000 | -55.6% | 69 | -60.3% | 0.00% | -100.0% |
Q1 2017 | $9,000 | -99.1% | 174 | -94.9% | 0.00% | -99.3% |
Q3 2016 | $978,000 | -84.4% | 3,397 | -97.6% | 0.15% | -84.9% |
Q2 2016 | $6,262,000 | +12.5% | 139,808 | +8.5% | 0.97% | +8.5% |
Q1 2016 | $5,568,000 | – | 128,892 | – | 0.90% | – |
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% |