SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $65,527,540 | -1.8% | 884,548 | +0.8% | 21.66% | -1.6% |
Q1 2024 | $66,705,872 | +15.7% | 877,937 | +6.7% | 22.02% | +6.5% |
Q4 2023 | $57,668,486 | +11.9% | 822,674 | +2.9% | 20.68% | -1.3% |
Q3 2023 | $51,526,267 | -1.0% | 799,353 | +3.0% | 20.95% | +1.8% |
Q2 2023 | $52,058,082 | +6.8% | 775,945 | +4.4% | 20.58% | -0.9% |
Q1 2023 | $48,758,508 | -2.6% | 743,504 | -1.9% | 20.77% | -7.3% |
Q4 2022 | $50,070,354 | +15.9% | 757,956 | +2.6% | 22.40% | +5.3% |
Q3 2022 | $43,212,000 | -6.1% | 738,601 | +0.1% | 21.28% | -3.2% |
Q2 2022 | $46,031,000 | +23.7% | 737,510 | +41.4% | 21.97% | +45.6% |
Q1 2022 | $37,220,000 | -5.4% | 521,414 | -3.0% | 15.09% | -0.1% |
Q4 2021 | $39,358,000 | +10.3% | 537,662 | +1.6% | 15.10% | +2.0% |
Q3 2021 | $35,691,000 | +2.1% | 529,063 | +3.4% | 14.80% | +0.8% |
Q2 2021 | $34,961,000 | +4.2% | 511,605 | -0.5% | 14.69% | -2.4% |
Q1 2021 | $33,554,000 | +16.8% | 513,994 | +6.6% | 15.05% | +9.7% |
Q4 2020 | $28,720,000 | +20.3% | 482,360 | +5.4% | 13.72% | +0.6% |
Q3 2020 | $23,867,000 | +7.5% | 457,577 | +3.2% | 13.64% | +0.6% |
Q2 2020 | $22,212,000 | +16.7% | 443,196 | +3.1% | 13.56% | -4.6% |
Q1 2020 | $19,040,000 | +8.5% | 429,875 | +47.2% | 14.21% | +33.9% |
Q4 2019 | $17,547,000 | +12.4% | 292,116 | +6.1% | 10.61% | +2.9% |
Q3 2019 | $15,613,000 | +2.5% | 275,282 | +1.4% | 10.31% | +0.2% |
Q2 2019 | $15,236,000 | +2.2% | 271,587 | -0.3% | 10.29% | -0.9% |
Q1 2019 | $14,901,000 | +13.2% | 272,368 | +2.1% | 10.38% | +1.7% |
Q4 2018 | $13,166,000 | -28.8% | 266,835 | -19.1% | 10.21% | -20.4% |
Q3 2018 | $18,495,000 | +9.2% | 329,963 | +3.5% | 12.82% | +3.0% |
Q2 2018 | $16,938,000 | +4.6% | 318,864 | +4.0% | 12.44% | -0.8% |
Q1 2018 | $16,199,000 | -0.9% | 306,623 | +2.5% | 12.54% | -1.0% |
Q4 2017 | $16,353,000 | – | 299,041 | – | 12.67% | – |
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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% |