SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 639 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,519,659 | +1.9% | 20,514 | +4.2% | 0.38% | +1.9% |
| Q1 2024 | $1,491,242 | +10.4% | 19,687 | +2.2% | 0.38% | -1.8% |
| Q4 2023 | $1,350,720 | +9.8% | 19,268 | +0.6% | 0.38% | +3.2% |
| Q3 2023 | $1,230,132 | -3.0% | 19,161 | +1.3% | 0.37% | -2.9% |
| Q2 2023 | $1,268,464 | +2.2% | 18,907 | +0.5% | 0.38% | -2.8% |
| Q1 2023 | $1,241,101 | -15.0% | 18,819 | -15.2% | 0.39% | -25.6% |
| Q4 2022 | $1,460,114 | +271.5% | 22,205 | +230.3% | 0.53% | +236.3% |
| Q3 2022 | $393,000 | +3.7% | 6,722 | +10.5% | 0.16% | +6.8% |
| Q2 2022 | $379,000 | -6.0% | 6,085 | +7.8% | 0.15% | +7.3% |
| Q1 2022 | $403,000 | +9.8% | 5,645 | +12.2% | 0.14% | +7.0% |
| Q4 2021 | $367,000 | +17.3% | 5,029 | +8.5% | 0.13% | +18.5% |
| Q3 2021 | $313,000 | +7.9% | 4,637 | +9.3% | 0.11% | +8.0% |
| Q2 2021 | $290,000 | +33.0% | 4,243 | +26.8% | 0.10% | +17.6% |
| Q1 2021 | $218,000 | +22.5% | 3,345 | +11.6% | 0.08% | +11.8% |
| Q4 2020 | $178,000 | – | 2,998 | – | 0.08% | – |
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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% |