SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,462 | +5.7% | 13,302 | +10.0% | 0.01% | +7.7% |
| Q2 2023 | $811,317 | -6.7% | 12,093 | -8.8% | 0.01% | -13.3% |
| Q1 2023 | $870,012 | +2.1% | 13,266 | +2.7% | 0.02% | -6.2% |
| Q4 2022 | $852,378 | +0.8% | 12,911 | -10.7% | 0.02% | -11.1% |
| Q3 2022 | $846,000 | -6.4% | 14,454 | -0.2% | 0.02% | -5.3% |
| Q2 2022 | $904,000 | +153.9% | 14,485 | +190.7% | 0.02% | +137.5% |
| Q1 2022 | $356,000 | +9.2% | 4,982 | +11.8% | 0.01% | +14.3% |
| Q4 2021 | $326,000 | -24.0% | 4,458 | -29.9% | 0.01% | -22.2% |
| Q3 2021 | $429,000 | +34.9% | 6,360 | +36.7% | 0.01% | +12.5% |
| Q2 2021 | $318,000 | +5.0% | 4,653 | +0.3% | 0.01% | +14.3% |
| Q1 2021 | $303,000 | +20.2% | 4,637 | +9.8% | 0.01% | 0.0% |
| Q4 2020 | $252,000 | – | 4,225 | – | 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% |