SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,577 | -3.9% | 5,237 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $351,350 | +38.6% | 5,237 | +35.5% | 0.02% | +25.0% |
| Q1 2023 | $253,499 | -26.5% | 3,865 | -26.1% | 0.01% | -89.9% |
| Q4 2022 | $345,078 | +29.7% | 5,227 | +15.2% | 0.12% | +643.8% |
| Q3 2022 | $266,000 | +32.3% | 4,539 | +65.3% | 0.02% | +60.0% |
| Q4 2021 | $201,000 | -91.2% | 2,746 | -92.8% | 0.01% | -90.0% |
| Q4 2019 | $2,283,000 | +565.6% | 37,969 | +505.8% | 0.10% | +108.3% |
| Q1 2019 | $343,000 | +47.2% | 6,268 | +42.2% | 0.05% | +17.1% |
| Q4 2018 | $233,000 | – | 4,409 | – | 0.04% | – |
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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% |