SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $591,529 | -4.1% | 7,985 | -1.6% | 0.35% | +1.4% |
| Q1 2024 | $616,654 | +23.2% | 8,116 | +13.7% | 0.35% | +14.5% |
| Q4 2023 | $500,444 | -3.4% | 7,139 | -11.2% | 0.30% | -13.1% |
| Q3 2023 | $518,001 | -18.2% | 8,036 | -14.8% | 0.35% | -24.7% |
| Q2 2023 | $633,128 | -9.4% | 9,437 | -11.5% | 0.46% | -14.2% |
| Q1 2023 | $698,952 | -15.2% | 10,658 | -14.6% | 0.54% | -22.7% |
| Q4 2022 | $824,194 | +14.5% | 12,484 | +1.4% | 0.70% | +2.6% |
| Q3 2022 | $720,000 | -7.9% | 12,312 | -1.7% | 0.68% | -4.5% |
| Q2 2022 | $782,000 | -13.7% | 12,531 | -1.3% | 0.72% | +48.3% |
| Q1 2022 | $906,000 | +5.7% | 12,694 | +8.5% | 0.48% | +11.8% |
| Q4 2021 | $857,000 | – | 11,701 | – | 0.43% | – |
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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% |