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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $101,430 | -3.3% | 1,574 | +0.6% | 0.00% | 0.0% |
Q2 2023 | $104,897 | +2.9% | 1,564 | +0.6% | 0.00% | 0.0% |
Q1 2023 | $101,906 | -11.4% | 1,554 | -10.8% | 0.00% | 0.0% |
Q4 2022 | $115,028 | +105.4% | 1,742 | +80.5% | 0.00% | +100.0% |
Q3 2022 | $56,000 | -6.7% | 965 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $60,000 | -26.8% | 960 | -16.9% | 0.00% | -50.0% |
Q1 2022 | $82,000 | -2.4% | 1,155 | +0.3% | 0.00% | 0.0% |
Q4 2021 | $84,000 | +9.1% | 1,152 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $77,000 | -1.3% | 1,147 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $78,000 | +5.4% | 1,144 | +0.4% | 0.00% | 0.0% |
Q1 2021 | $74,000 | +68.2% | 1,140 | +54.5% | 0.00% | +100.0% |
Q4 2020 | $44,000 | +15.8% | 738 | +0.5% | 0.00% | 0.0% |
Q3 2020 | $38,000 | +5.6% | 734 | +1.2% | 0.00% | 0.0% |
Q2 2020 | $36,000 | +12.5% | 725 | +0.8% | 0.00% | 0.0% |
Q1 2020 | $32,000 | -25.6% | 719 | +1.0% | 0.00% | 0.0% |
Q4 2019 | $43,000 | +7.5% | 712 | +1.0% | 0.00% | 0.0% |
Q3 2019 | $40,000 | +5.3% | 705 | +1.4% | 0.00% | 0.0% |
Q1 2019 | $38,000 | – | 695 | – | 0.00% | – |
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% |