SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,283 | +3.0% | 3,237 | -2.1% | 0.01% | +11.1% |
| Q2 2022 | $206,000 | -12.7% | 3,305 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $236,000 | -8.2% | 3,305 | -6.0% | 0.01% | 0.0% |
| Q4 2021 | $257,000 | +14.7% | 3,516 | +6.1% | 0.01% | +12.5% |
| Q3 2021 | $224,000 | -21.1% | 3,314 | -41.6% | 0.01% | -46.7% |
| Q2 2020 | $284,000 | +8.4% | 5,671 | -4.3% | 0.02% | -6.2% |
| Q1 2020 | $262,000 | -29.6% | 5,928 | -4.3% | 0.02% | -11.1% |
| Q4 2019 | $372,000 | +13.4% | 6,193 | +7.3% | 0.02% | 0.0% |
| Q3 2019 | $328,000 | +4.5% | 5,773 | +3.1% | 0.02% | 0.0% |
| Q2 2019 | $314,000 | +2.6% | 5,598 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $306,000 | -84.1% | 5,598 | -85.6% | 0.02% | -85.1% |
| Q4 2018 | $1,920,000 | -83.1% | 38,959 | -81.3% | 0.12% | -80.3% |
| Q4 2017 | $11,371,000 | +5213.6% | 207,995 | +4725.9% | 0.61% | +4623.1% |
| Q1 2017 | $214,000 | -78.8% | 4,310 | -79.5% | 0.01% | -80.3% |
| Q4 2016 | $1,009,000 | +34.4% | 20,976 | +23.2% | 0.07% | 0.0% |
| Q4 2014 | $751,000 | – | 17,029 | – | 0.07% | – |
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% |