SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 708 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,993 | +1.0% | 174,357 | +3.0% | 2.29% | -6.0% |
| Q1 2024 | $12,868 | +12.7% | 169,263 | +4.0% | 2.43% | +0.2% |
| Q4 2023 | $11,414 | -99.9% | 162,829 | +10.1% | 2.43% | -1.5% |
| Q3 2023 | $9,535,139 | -18.2% | 147,923 | -16.8% | 2.47% | -37.4% |
| Q2 2023 | $11,663,206 | 0.0% | 177,847 | 0.0% | 3.94% | +8.5% |
| Q1 2023 | $11,663,206 | +2.6% | 177,847 | +3.3% | 3.63% | -5.7% |
| Q4 2022 | $11,370,625 | – | 172,230 | – | 3.85% | – |
Download | ||||||
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% |