Sonora Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$46,000
+91.7%
1,014
+97.3%
0.01%
+100.0%
Q2 2021$24,000
+9.1%
514
-3.0%
0.00%
+50.0%
Q1 2021$22,000
+4.8%
530
-4.7%
0.00%0.0%
Q4 2020$21,000
-19.2%
556
-24.1%
0.00%0.0%
Q3 2020$26,000
+36.8%
733
+36.8%
0.00%0.0%
Q2 2020$19,000
+11.8%
536
+0.6%
0.00%0.0%
Q1 2020$17,000
-29.2%
533
+0.6%
0.00%0.0%
Q4 2019$24,0000.0%530
+2.3%
0.00%
-33.3%
Q3 2019$24,000
+33.3%
518
+26.0%
0.00%
+50.0%
Q2 2019$18,000
+80.0%
411
+79.5%
0.00%
+100.0%
Q1 2019$10,000
+900.0%
229
+1331.2%
0.00%
Q4 2018$1,0000.0%160.0%0.00%
Q3 2018$1,0000.0%160.0%0.00%
Q2 2018$1,000
-99.8%
160.0%0.00%
Q1 2018$612,000
-8.1%
160.0%0.00%
Q4 2017$666,000
-94.8%
16
-94.9%
0.00%
-100.0%
Q3 2017$12,833,000
+1847.3%
312
+1850.0%
0.00%
Q2 2017$659,000
+1.1%
160.0%0.00%
Q1 2017$652,000
-0.8%
160.0%0.00%
Q4 2016$657,000
-3.7%
160.0%0.00%
Q3 2016$682,000
-90.1%
16
-89.9%
0.00%
-100.0%
Q2 2016$6,907,000
+959.4%
159
+893.8%
0.00%
Q1 2016$652,000
+65100.0%
160.0%0.00%
Q4 2015$1,0000.0%160.0%0.00%
Q3 2015$1,000160.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2016
NameSharesValueWeighting ↓
Matrix Trust Co 1,116,896$52,684,00011.71%
PIERSHALE FINANCIAL GROUP, INC. 430,716$20,317,00011.49%
Q3 Asset Management 75,033$3,540,0008.82%
Invst, LLC 412,268$19,249,0008.67%
Fund Evaluation Group, LLC 899,283$42,419,0007.90%
Premise Capital, LLC 214,152$10,102,0007.50%
CITIZENS & NORTHERN CORP 268,261$12,654,0006.90%
MONEYWISE, INC. 164,861$7,777,0006.28%
Moisand Fitzgerald Tamayo, LLC 231,556$10,923,0005.91%
Brand Asset Management Group, Inc. 187,097$8,825,0005.85%
View complete list of SCHWAB STRATEGIC TR shareholders