SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,187 | -3.9% | 1,275 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $85,540 | +2.3% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $83,615 | -0.7% | 1,275 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $84,176 | +12.2% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $75,000 | -6.2% | 1,275 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $80,000 | -12.1% | 1,275 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $91,000 | -2.2% | 1,275 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $93,000 | +8.1% | 1,275 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $86,000 | -1.1% | 1,275 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $87,000 | +2.4% | 1,275 | -2.3% | 0.03% | -6.2% |
| Q1 2021 | $85,000 | +9.0% | 1,305 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $78,000 | +14.7% | 1,305 | 0.0% | 0.03% | -6.1% |
| Q3 2020 | $68,000 | +4.6% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $65,000 | +12.1% | 1,305 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $58,000 | -25.6% | 1,305 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $78,000 | +5.4% | 1,305 | 0.0% | 0.04% | -5.3% |
| Q3 2019 | $74,000 | +1.4% | 1,305 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $73,000 | +2.8% | 1,305 | +0.3% | 0.04% | 0.0% |
| Q1 2019 | $71,000 | – | 1,301 | – | 0.04% | – |
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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% |