SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $77,640 | +12.5% | 1,176 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $69,000 | -25.8% | 1,176 | -20.8% | 0.01% | -22.2% |
| Q2 2022 | $93,000 | -21.8% | 1,485 | -10.9% | 0.01% | -10.0% |
| Q1 2022 | $119,000 | -8.5% | 1,667 | -5.9% | 0.01% | -33.3% |
| Q4 2021 | $130,000 | +9.2% | 1,772 | +0.1% | 0.02% | +25.0% |
| Q3 2021 | $119,000 | -12.5% | 1,771 | -11.2% | 0.01% | -14.3% |
| Q2 2021 | $136,000 | +3.8% | 1,994 | -1.0% | 0.01% | -6.7% |
| Q1 2021 | $131,000 | -2.2% | 2,014 | -10.2% | 0.02% | -11.8% |
| Q4 2020 | $134,000 | +22.9% | 2,244 | +7.9% | 0.02% | 0.0% |
| Q3 2020 | $109,000 | -28.3% | 2,079 | -31.3% | 0.02% | -34.6% |
| Q2 2020 | $152,000 | -22.4% | 3,025 | -31.5% | 0.03% | -40.9% |
| Q1 2020 | $196,000 | -48.3% | 4,419 | -29.9% | 0.04% | -38.9% |
| Q4 2019 | $379,000 | -18.0% | 6,301 | -22.6% | 0.07% | -27.3% |
| Q3 2019 | $462,000 | -24.1% | 8,146 | -24.9% | 0.10% | -27.2% |
| Q2 2019 | $609,000 | +4.3% | 10,840 | +1.5% | 0.14% | -15.5% |
| Q1 2019 | $584,000 | +163.1% | 10,677 | +169.8% | 0.16% | +130.0% |
| Q3 2018 | $222,000 | +146.7% | 3,958 | +133.8% | 0.07% | +118.8% |
| Q2 2018 | $90,000 | +45.2% | 1,693 | +43.8% | 0.03% | +33.3% |
| Q1 2018 | $62,000 | +55.0% | 1,177 | +60.4% | 0.02% | +50.0% |
| Q4 2017 | $40,000 | – | 734 | – | 0.02% | – |
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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% |