SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,255 | -2.8% | 192,422 | -0.4% | 0.06% | -4.9% |
| Q1 2024 | $14,672 | -0.5% | 193,108 | -8.2% | 0.06% | -10.3% |
| Q4 2023 | $14,741 | -21.0% | 210,286 | -27.4% | 0.07% | -34.0% |
| Q3 2023 | $18,665 | -15.8% | 289,557 | -12.4% | 0.10% | -15.6% |
| Q2 2023 | $22,179 | +33.1% | 330,585 | +30.1% | 0.12% | +3.4% |
| Q1 2023 | $16,663 | -17.5% | 254,080 | -16.9% | 0.12% | -11.3% |
| Q4 2022 | $20,196 | -99.8% | 305,911 | +107.6% | 0.13% | +104.6% |
| Q3 2022 | $8,620,000 | +13.4% | 147,334 | +21.0% | 0.06% | +12.1% |
| Q2 2022 | $7,602,000 | +23.6% | 121,787 | +41.4% | 0.06% | +34.9% |
| Q1 2022 | $6,150,000 | -0.0% | 86,148 | +2.5% | 0.04% | -2.3% |
| Q4 2021 | $6,152,000 | +20.0% | 84,023 | +10.6% | 0.04% | +7.3% |
| Q3 2021 | $5,128,000 | +6.6% | 75,991 | +8.0% | 0.04% | +2.5% |
| Q2 2021 | $4,811,000 | +20.5% | 70,363 | +15.1% | 0.04% | +5.3% |
| Q1 2021 | $3,992,000 | +30.4% | 61,151 | +18.9% | 0.04% | +15.2% |
| Q4 2020 | $3,061,000 | +16.5% | 51,426 | +2.2% | 0.03% | 0.0% |
| Q3 2020 | $2,627,000 | +4.4% | 50,336 | +0.2% | 0.03% | -2.9% |
| Q2 2020 | $2,517,000 | -4.4% | 50,224 | -15.5% | 0.03% | -24.4% |
| Q1 2020 | $2,633,000 | -57.8% | 59,468 | -42.7% | 0.04% | -49.4% |
| Q4 2019 | $6,235,000 | +7.3% | 103,715 | +1.3% | 0.09% | -5.3% |
| Q3 2019 | $5,810,000 | -37.3% | 102,418 | -37.9% | 0.09% | -29.3% |
| Q2 2019 | $9,266,000 | +145.6% | 165,053 | +139.4% | 0.13% | +129.3% |
| Q1 2019 | $3,773,000 | +60.3% | 68,932 | +44.3% | 0.06% | +38.1% |
| Q4 2018 | $2,354,000 | +72.0% | 47,763 | +95.7% | 0.04% | +82.6% |
| Q3 2018 | $1,369,000 | +439.0% | 24,408 | +409.6% | 0.02% | +283.3% |
| Q2 2018 | $254,000 | -15.3% | 4,790 | -15.6% | 0.01% | 0.0% |
| Q1 2018 | $300,000 | – | 5,674 | – | 0.01% | – |
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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% |