SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,528 | -51.6% | 101 | -49.8% | 0.00% | -50.0% |
| Q2 2023 | $13,500 | +170.0% | 201 | +139.3% | 0.01% | +100.0% |
| Q2 2022 | $5,000 | -16.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 84 | -1.2% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +25.0% | 85 | -22.0% | 0.00% | -25.0% |
| Q1 2020 | $4,000 | -42.9% | 109 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $7,000 | – | 109 | – | 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% |