Sonora Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$15,000
+1400.0%
220
+1000.0%
0.00%
Q2 2021$1,0000.0%200.0%0.00%
Q1 2021$1,000
-99.6%
20
-99.6%
0.00%
-100.0%
Q4 2020$268,000
+26700.0%
4,510
+22450.0%
0.02%
Q3 2020$1,0000.0%200.0%0.00%
Q2 2020$1,0000.0%200.0%0.00%
Q1 2020$1,0000.0%200.0%0.00%
Q4 2019$1,0000.0%200.0%0.00%
Q3 2019$1,0000.0%200.0%0.00%
Q2 2019$1,0000.0%200.0%0.00%
Q1 2019$1,0000.0%200.0%0.00%
Q4 2018$1,0000.0%200.0%0.00%
Q3 2018$1,0000.0%200.0%0.00%
Q2 2018$1,000
-99.9%
200.0%0.00%
Q1 2018$1,057,000
-3.3%
200.0%0.00%
Q4 2017$1,093,000
+5.5%
200.0%0.00%
Q3 2017$1,036,000
+3.2%
200.0%0.00%
Q2 2017$1,004,000
+1.0%
200.0%0.00%
Q1 2017$994,000
+3.3%
200.0%0.00%
Q4 2016$962,000
+5.6%
200.0%0.00%
Q3 2016$911,000
+1.7%
200.0%0.00%
Q2 2016$896,000
+1.9%
200.0%0.00%
Q1 2016$879,000
+87800.0%
200.0%0.00%
Q4 2015$1,0000.0%200.0%0.00%
Q3 2015$1,000200.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
GILL CAPITAL PARTNERS, LLC 118,083$8,277,6423.49%
Marotta Asset Management 8,179$573,3480.12%
CGN Advisors LLC 12,389$868,4690.12%
Pure Financial Advisors, LLC 30,761$2,156,3720.07%
MASSMUTUAL TRUST CO FSB/ADV 11,112$778,9510.03%
Anchor Investment Management, LLC 2,610$182,9810.02%
Bartlett & Co. LLC 12,247$8600.01%
Apella Capital, LLC 3,008$209,4770.01%
Versant Capital Management, Inc 511$35,8210.01%
BALDWIN BROTHERS LLC/MA 1,279$89,6580.01%
View complete list of SCHWAB STRATEGIC TR shareholders