SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,153 | +9.5% | 28,343 | +1.0% | 0.69% | -4.6% |
| Q4 2023 | $1,967 | +10.7% | 28,066 | +1.8% | 0.72% | -2.0% |
| Q3 2023 | $1,777 | -20.3% | 27,573 | -18.9% | 0.74% | -26.7% |
| Q1 2023 | $2,230 | +24.7% | 34,008 | +25.6% | 1.01% | +34.6% |
| Q4 2022 | $1,788 | -99.9% | 27,077 | -1.9% | 0.75% | -1.4% |
| Q3 2022 | $1,615,000 | -6.6% | 27,603 | -0.3% | 0.76% | -1.0% |
| Q2 2022 | $1,729,000 | -11.7% | 27,692 | +1.0% | 0.77% | -5.3% |
| Q1 2022 | $1,957,000 | -21.3% | 27,408 | -19.3% | 0.81% | -9.1% |
| Q4 2021 | $2,486,000 | +33.9% | 33,948 | +23.4% | 0.89% | +13.2% |
| Q3 2021 | $1,856,000 | -0.9% | 27,507 | +0.4% | 0.79% | -20.9% |
| Q2 2021 | $1,873,000 | -6.0% | 27,391 | -10.3% | 1.00% | +5.4% |
| Q1 2021 | $1,992,000 | +5.8% | 30,521 | -3.5% | 0.94% | -3.4% |
| Q4 2020 | $1,883,000 | +13.8% | 31,637 | -0.2% | 0.98% | +4.5% |
| Q3 2020 | $1,655,000 | -9.5% | 31,712 | -13.1% | 0.94% | -14.5% |
| Q2 2020 | $1,828,000 | +18.5% | 36,472 | +4.7% | 1.10% | +1.4% |
| Q1 2020 | $1,542,000 | +53.9% | 34,839 | +109.0% | 1.08% | +61.7% |
| Q4 2019 | $1,002,000 | – | 16,670 | – | 0.67% | – |
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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% |