SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $22,076,581 | +4.1% | 329,059 | +1.7% | 6.10% | -0.2% |
| Q1 2023 | $21,215,191 | +4.7% | 323,501 | +5.4% | 6.11% | -1.0% |
| Q4 2022 | $20,256,073 | +18.1% | 306,817 | +4.6% | 6.17% | +9.7% |
| Q3 2022 | $17,156,000 | -4.0% | 293,209 | +2.7% | 5.63% | +1.6% |
| Q2 2022 | $17,876,000 | -5.3% | 285,423 | +8.1% | 5.54% | +7.0% |
| Q1 2022 | $18,879,000 | +8.7% | 264,115 | +11.4% | 5.18% | +10.9% |
| Q4 2021 | $17,367,000 | +6931.2% | 237,189 | +6477.6% | 4.66% | +6470.4% |
| Q3 2021 | $247,000 | +16.0% | 3,606 | +15.7% | 0.07% | +16.4% |
| Q2 2021 | $213,000 | – | 3,118 | – | 0.06% | – |
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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% |