SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,131,634 | +106.2% | 17,256 | +107.6% | 0.08% | +97.4% |
Q4 2022 | $548,802 | -79.8% | 8,313 | -86.4% | 0.04% | -90.9% |
Q1 2020 | $2,715,000 | -12.9% | 61,333 | +18.3% | 0.43% | +4.6% |
Q4 2019 | $3,118,000 | +0.2% | 51,860 | -5.5% | 0.41% | -12.4% |
Q3 2019 | $3,113,000 | +211.6% | 54,881 | +208.4% | 0.47% | +197.5% |
Q2 2019 | $999,000 | -52.5% | 17,794 | -53.7% | 0.16% | -67.0% |
Q1 2019 | $2,105,000 | +6.2% | 38,463 | -4.4% | 0.48% | -16.6% |
Q4 2018 | $1,983,000 | -28.9% | 40,224 | -19.1% | 0.57% | -21.7% |
Q3 2018 | $2,789,000 | +35.3% | 49,735 | +28.1% | 0.73% | +26.6% |
Q2 2018 | $2,062,000 | -36.4% | 38,825 | -37.8% | 0.58% | +6.3% |
Q1 2018 | $3,241,000 | +239.4% | 62,370 | +257.0% | 0.54% | +83.7% |
Q4 2017 | $955,000 | +8.5% | 17,472 | +2.9% | 0.30% | +1.4% |
Q3 2017 | $880,000 | +10.3% | 16,985 | +6.8% | 0.29% | +7.0% |
Q2 2017 | $798,000 | -6.4% | 15,899 | -7.4% | 0.27% | -13.7% |
Q1 2017 | $853,000 | – | 17,176 | – | 0.32% | – |
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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% |