SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,307,804 | -0.1% | 94,020 | -2.3% | 6.09% | -2.0% |
| Q1 2023 | $6,313,287 | +30.5% | 96,268 | +16.5% | 6.21% | -11.7% |
| Q4 2022 | $4,835,959 | -0.0% | 82,653 | 0.0% | 7.04% | +0.0% |
| Q3 2022 | $4,836,000 | -1.8% | 82,653 | +4.5% | 7.04% | -0.3% |
| Q2 2022 | $4,923,000 | -11.2% | 79,109 | +1.5% | 7.06% | +2.2% |
| Q1 2022 | $5,541,000 | +5.0% | 77,963 | +8.3% | 6.90% | +32.6% |
| Q4 2021 | $5,279,000 | – | 72,020 | – | 5.20% | – |
Download | ||||||
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% |