SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $484,319 | -2.5% | 6,538 | 0.0% | 0.03% | -8.1% |
| Q1 2024 | $496,741 | -26.2% | 6,538 | -31.9% | 0.04% | -36.2% |
| Q4 2023 | $672,781 | -10.1% | 9,597 | -17.4% | 0.06% | -23.7% |
| Q3 2023 | $748,498 | -23.8% | 11,612 | -20.6% | 0.08% | -24.8% |
| Q2 2023 | $982,464 | +2.9% | 14,628 | +0.4% | 0.10% | -7.3% |
| Q1 2023 | $955,183 | -3.2% | 14,565 | -2.6% | 0.11% | -13.5% |
| Q4 2022 | $986,809 | +48.4% | 14,947 | +31.5% | 0.13% | +26.0% |
| Q3 2022 | $665,000 | -5.8% | 11,366 | +0.6% | 0.10% | -11.5% |
| Q2 2022 | $706,000 | -2.2% | 11,303 | +11.8% | 0.11% | -7.4% |
| Q1 2022 | $722,000 | +232.7% | 10,110 | +240.6% | 0.12% | +221.1% |
| Q4 2021 | $217,000 | +8.0% | 2,968 | +1.1% | 0.04% | -22.4% |
| Q2 2021 | $201,000 | – | 2,936 | – | 0.05% | – |
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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% |