SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $178,236 | -24.0% | 2,406 | -22.0% | 0.00% | – |
| Q1 2024 | $234,398 | +586.6% | 3,085 | +533.5% | 0.00% | – |
| Q4 2023 | $34,139 | -83.8% | 487 | -85.1% | 0.00% | -100.0% |
| Q3 2023 | $210,140 | +1522.3% | 3,260 | +1348.9% | 0.00% | – |
| Q2 2023 | $12,953 | -61.0% | 225 | -55.5% | 0.00% | – |
| Q1 2023 | $33,183 | -89.9% | 506 | -89.8% | 0.00% | -100.0% |
| Q4 2022 | $328,846 | +27.5% | 4,981 | +12.9% | 0.00% | 0.0% |
| Q3 2022 | $258,000 | +66.5% | 4,411 | +77.1% | 0.00% | +100.0% |
| Q2 2022 | $155,000 | -32.9% | 2,491 | -23.2% | 0.00% | -50.0% |
| Q1 2022 | $231,000 | +1115.8% | 3,242 | +1041.5% | 0.00% | – |
| Q3 2021 | $19,000 | -84.7% | 284 | -84.3% | 0.00% | -100.0% |
| Q2 2021 | $124,000 | – | 1,808 | – | 0.00% | – |
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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% |