SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,822 | -6.1% | 9,910 | -2.3% | 0.16% | +6.0% |
| Q2 2023 | $680,606 | +2.1% | 10,145 | -0.2% | 0.15% | -27.8% |
| Q1 2023 | $666,732 | +1.2% | 10,167 | +1.8% | 0.21% | -3.2% |
| Q4 2022 | $659,128 | +23.2% | 9,984 | +9.1% | 0.22% | +6.4% |
| Q3 2022 | $535,000 | -6.0% | 9,150 | +0.3% | 0.20% | -3.8% |
| Q2 2022 | $569,000 | +1.8% | 9,124 | +16.5% | 0.21% | +12.8% |
| Q1 2022 | $559,000 | -48.9% | 7,835 | -47.6% | 0.19% | -47.9% |
| Q4 2021 | $1,095,000 | +54.0% | 14,964 | +42.0% | 0.36% | +32.0% |
| Q3 2021 | $711,000 | -1.1% | 10,535 | +0.1% | 0.27% | -2.9% |
| Q2 2021 | $719,000 | +542.0% | 10,525 | +368.8% | 0.28% | +241.5% |
| Q2 2020 | $112,000 | +9.8% | 2,245 | -2.9% | 0.08% | -15.5% |
| Q1 2020 | $102,000 | – | 2,312 | – | 0.10% | – |
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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% |