SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,978,222 | -45.6% | 56,751 | -50.0% | 0.25% | -43.3% |
| Q3 2023 | $7,314,804 | +56.8% | 113,478 | +63.2% | 0.45% | +14.0% |
| Q2 2023 | $4,665,339 | +4.2% | 69,539 | +1.9% | 0.39% | +0.8% |
| Q1 2023 | $4,476,141 | +1.4% | 68,255 | +2.1% | 0.39% | -9.7% |
| Q4 2022 | $4,415,095 | +8.7% | 66,875 | -3.7% | 0.43% | -1.1% |
| Q3 2022 | $4,061,000 | -43.5% | 69,410 | -39.7% | 0.44% | -25.7% |
| Q2 2022 | $7,191,000 | +1332.5% | 115,199 | +1539.4% | 0.59% | +969.1% |
| Q1 2022 | $502,000 | +74.9% | 7,027 | +79.2% | 0.06% | +77.4% |
| Q4 2021 | $287,000 | +23.7% | 3,922 | +14.0% | 0.03% | +6.9% |
| Q3 2021 | $232,000 | +0.9% | 3,439 | +2.4% | 0.03% | 0.0% |
| Q2 2021 | $230,000 | -0.9% | 3,360 | -5.3% | 0.03% | -14.7% |
| Q1 2021 | $232,000 | +8.9% | 3,547 | -0.9% | 0.03% | 0.0% |
| Q4 2020 | $213,000 | -72.4% | 3,579 | +159.9% | 0.03% | +9.7% |
| Q2 2019 | $773,000 | – | 1,377 | – | 0.03% | – |
Download | ||||||
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% |