SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 639 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,665 | -2.5% | 184 | 0.0% | 0.01% | -7.7% |
| Q1 2024 | $14,015 | +9.0% | 184 | +0.5% | 0.01% | +8.3% |
| Q4 2023 | $12,863 | +9.5% | 183 | +0.5% | 0.01% | +9.1% |
| Q3 2023 | $11,744 | -3.3% | 182 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $12,145 | +2.9% | 181 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $11,799 | -0.1% | 180 | +0.6% | 0.01% | -8.3% |
| Q4 2022 | $11,806 | +18.1% | 179 | +0.6% | 0.01% | +20.0% |
| Q3 2022 | $10,000 | -9.1% | 178 | +1.1% | 0.01% | -9.1% |
| Q2 2022 | $11,000 | -15.4% | 176 | +0.6% | 0.01% | -8.3% |
| Q1 2022 | $13,000 | 0.0% | 175 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $13,000 | +8.3% | 175 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 174 | +0.6% | 0.01% | +10.0% |
| Q2 2021 | $12,000 | – | 173 | – | 0.01% | – |
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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% |