SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,384,000 | +163.5% | 280,030 | +181.1% | 0.46% | +163.2% |
| Q2 2022 | $6,218,000 | -28.2% | 99,618 | -17.9% | 0.17% | -15.1% |
| Q1 2022 | $8,660,000 | +115.4% | 121,316 | +120.9% | 0.20% | +99.0% |
| Q4 2021 | $4,020,000 | +64.8% | 54,910 | +51.9% | 0.10% | +41.1% |
| Q3 2021 | $2,440,000 | +793.8% | 36,160 | +804.2% | 0.07% | +630.0% |
| Q2 2021 | $273,000 | – | 3,999 | – | 0.01% | – |
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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% |