SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,408 | -8.3% | 6,522 | -4.6% | 0.35% | -21.4% |
| Q2 2023 | $458,493 | +3.5% | 6,834 | +1.1% | 0.44% | -1.6% |
| Q1 2023 | $443,190 | -1.4% | 6,758 | -0.7% | 0.45% | +17.1% |
| Q4 2022 | $449,464 | -6.8% | 6,808 | -17.4% | 0.38% | -15.0% |
| Q3 2022 | $482,000 | -11.2% | 8,244 | -5.2% | 0.45% | -19.5% |
| Q2 2022 | $543,000 | -16.8% | 8,699 | -4.8% | 0.56% | +12.4% |
| Q1 2022 | $653,000 | +1.7% | 9,142 | +4.2% | 0.50% | -28.8% |
| Q4 2021 | $642,000 | -0.9% | 8,773 | -8.6% | 0.70% | -4.0% |
| Q3 2021 | $648,000 | -4.7% | 9,598 | -3.5% | 0.73% | +27.7% |
| Q2 2021 | $680,000 | -19.8% | 9,944 | -23.4% | 0.57% | -25.1% |
| Q1 2021 | $848,000 | – | 12,984 | – | 0.77% | – |
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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% |