SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 180 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,352 | -21.9% | 52 | -18.8% | 0.00% | -20.0% |
| Q2 2023 | $4,294 | +2.3% | 64 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $4,197 | -0.7% | 64 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $4,225 | +5.6% | 64 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $4,000 | 0.0% | 64 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $5,000 | -28.6% | 64 | -35.4% | 0.01% | 0.0% |
| Q4 2021 | $7,000 | +75.0% | 99 | +54.7% | 0.01% | +100.0% |
| Q3 2021 | $4,000 | -33.3% | 64 | -29.7% | 0.00% | -40.0% |
| Q2 2021 | $6,000 | +200.0% | 91 | +264.0% | 0.01% | +150.0% |
| Q1 2021 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $2,000 | -97.9% | 25 | -98.7% | 0.00% | -98.9% |
| Q4 2018 | $97,000 | -95.8% | 1,973 | -95.3% | 0.19% | -92.1% |
| Q3 2018 | $2,334,000 | +14.7% | 41,625 | +8.7% | 2.35% | +10.0% |
| Q2 2018 | $2,034,000 | +1.0% | 38,285 | +0.4% | 2.13% | -7.6% |
| Q1 2018 | $2,014,000 | +116.8% | 38,115 | +124.2% | 2.31% | +119.6% |
| Q4 2017 | $929,000 | +20.6% | 17,000 | +14.4% | 1.05% | +15.5% |
| Q3 2017 | $770,000 | -99.9% | 14,865 | +39.4% | 0.91% | +48.4% |
| Q2 2017 | $535,383,000 | +38.3% | 10,665 | +36.8% | 0.61% | +28.2% |
| Q1 2017 | $387,256,000 | -1.2% | 7,795 | -3.5% | 0.48% | +16.0% |
| Q4 2016 | $392,041,000 | – | 8,080 | – | 0.41% | – |
Download | ||||||
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% |