SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 507 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,637 | -57.5% | 211 | -56.6% | 0.00% | -57.1% |
| Q4 2022 | $32,086 | +14.6% | 486 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $28,000 | -6.7% | 486 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -16.7% | 486 | -4.9% | 0.01% | 0.0% |
| Q1 2022 | $36,000 | -2.7% | 511 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | -44.8% | 511 | -48.3% | 0.01% | -46.2% |
| Q3 2021 | $67,000 | 0.0% | 989 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $67,000 | +34.0% | 987 | +30.0% | 0.01% | +18.2% |
| Q1 2021 | $50,000 | +28.2% | 759 | +0.7% | 0.01% | +22.2% |
| Q3 2020 | $39,000 | +56.0% | 754 | +51.7% | 0.01% | +50.0% |
| Q2 2020 | $25,000 | +92.3% | 497 | +65.7% | 0.01% | +50.0% |
| Q1 2020 | $13,000 | -27.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | – | 300 | – | 0.00% | – |
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% |