SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,224 | +99.1% | 6,380 | +107.2% | 0.06% | +96.7% |
| Q2 2023 | $206,538 | -95.8% | 3,079 | -96.9% | 0.03% | -98.0% |
| Q2 2020 | $4,970,000 | +47.3% | 99,352 | +24.3% | 1.48% | +5.5% |
| Q1 2020 | $3,373,000 | -68.7% | 79,905 | -55.4% | 1.40% | -65.4% |
| Q4 2019 | $10,763,000 | +196.2% | 179,030 | +175.3% | 4.04% | +146.9% |
| Q3 2019 | $3,634,000 | -71.1% | 65,024 | -70.7% | 1.64% | -74.6% |
| Q2 2019 | $12,557,000 | +189.2% | 222,095 | +183.3% | 6.45% | +196.2% |
| Q1 2019 | $4,342,000 | -67.7% | 78,388 | -71.3% | 2.18% | -71.2% |
| Q4 2018 | $13,449,000 | -11.0% | 272,855 | +1.6% | 7.56% | -1.8% |
| Q3 2018 | $15,113,000 | +3.8% | 268,586 | -2.0% | 7.70% | -9.3% |
| Q2 2018 | $14,559,000 | +1.6% | 274,071 | -1.2% | 8.49% | -7.8% |
| Q1 2018 | $14,331,000 | +8.0% | 277,527 | +14.4% | 9.21% | -5.6% |
| Q4 2017 | $13,266,000 | +21.9% | 242,662 | +15.6% | 9.76% | +2.5% |
| Q3 2017 | $10,879,000 | +100.1% | 209,942 | +91.9% | 9.52% | +23.1% |
| Q2 2017 | $5,436,000 | – | 109,416 | – | 7.74% | – |
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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% |