SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $742,948 | -2.5% | 10,029 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $762,003 | +8.4% | 10,029 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $703,033 | +15.9% | 10,029 | +6.6% | 0.01% | 0.0% |
| Q3 2023 | $606,569 | -3.9% | 9,410 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $631,317 | +2.3% | 9,410 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $617,108 | -0.7% | 9,410 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $621,248 | +5.8% | 9,410 | -6.3% | 0.01% | -12.5% |
| Q3 2022 | $587,000 | +2.8% | 10,039 | +9.8% | 0.01% | +14.3% |
| Q2 2022 | $571,000 | -12.6% | 9,140 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $653,000 | -2.4% | 9,140 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $669,000 | +2.1% | 9,140 | -5.8% | 0.01% | -12.5% |
| Q3 2021 | $655,000 | -0.3% | 9,701 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $657,000 | +4.6% | 9,616 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $628,000 | +1395.2% | 9,616 | +1044.8% | 0.01% | +700.0% |
| Q2 2017 | $42,000 | +2.4% | 840 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $41,000 | +95.2% | 840 | +90.9% | 0.00% | – |
| Q4 2016 | $21,000 | +950.0% | 440 | +587.5% | 0.00% | – |
| Q2 2016 | $2,000 | – | 64 | – | 0.00% | – |
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% |