SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,449 | -11.0% | 38 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $2,751 | +2.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,689 | -0.7% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,707 | +35.4% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 41 | -4.7% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -57.1% | 43 | -58.3% | 0.00% | -50.0% |
| Q2 2021 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 103 | -14.2% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | -14.3% | 120 | -20.0% | 0.00% | -25.0% |
| Q1 2020 | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 150 | – | 0.00% | – |
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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% |