SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $10,735,000 | -18.3% | 190,475 | -26.1% | 3.26% | -26.3% |
| Q4 2018 | $13,147,000 | -7.4% | 257,784 | +1.9% | 4.42% | -2.1% |
| Q3 2018 | $14,190,000 | +5.2% | 253,034 | +1.4% | 4.52% | +1.0% |
| Q2 2018 | $13,485,000 | +2.6% | 249,589 | +1.9% | 4.47% | +0.6% |
| Q1 2018 | $13,140,000 | -5.8% | 244,971 | -0.3% | 4.44% | -4.9% |
| Q4 2017 | $13,942,000 | -2.0% | 245,682 | -10.5% | 4.67% | -7.7% |
| Q3 2017 | $14,222,000 | +3.4% | 274,441 | +1.7% | 5.06% | -1.3% |
| Q2 2017 | $13,756,000 | +6.7% | 269,831 | +4.0% | 5.13% | +1.6% |
| Q1 2017 | $12,890,000 | +4.6% | 259,451 | +1.3% | 5.05% | -3.5% |
| Q4 2016 | $12,322,000 | +5.8% | 256,223 | +0.2% | 5.23% | +5.2% |
| Q3 2016 | $11,645,000 | +724.7% | 255,597 | +710.5% | 4.98% | +672.8% |
| Q2 2016 | $1,412,000 | +1.3% | 31,535 | -2.3% | 0.64% | -2.4% |
| Q1 2016 | $1,394,000 | +3.6% | 32,262 | +1.7% | 0.66% | +2.0% |
| Q4 2015 | $1,346,000 | +8.9% | 31,719 | +2.2% | 0.65% | +11.2% |
| Q3 2015 | $1,236,000 | -8.8% | 31,049 | -0.6% | 0.58% | -7.5% |
| Q2 2015 | $1,355,000 | -30.8% | 31,240 | -31.0% | 0.63% | -32.4% |
| Q1 2015 | $1,959,000 | -9.7% | 45,269 | -9.5% | 0.93% | -14.0% |
| Q4 2014 | $2,170,000 | +4.9% | 50,036 | -1.1% | 1.08% | -0.9% |
| Q3 2014 | $2,068,000 | -11.0% | 50,615 | -6.7% | 1.09% | -10.4% |
| Q2 2014 | $2,324,000 | +19.3% | 54,255 | +14.7% | 1.22% | +18.4% |
| Q1 2014 | $1,948,000 | +23.1% | 47,282 | +21.7% | 1.03% | +17.9% |
| Q4 2013 | $1,583,000 | +52.2% | 38,854 | +39.3% | 0.87% | +45.7% |
| Q3 2013 | $1,040,000 | +5.1% | 27,890 | +4.9% | 0.60% | +1.2% |
| Q2 2013 | $990,000 | – | 26,580 | – | 0.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 118,083 | $8,277,642 | 3.49% |
| Marotta Asset Management | 8,179 | $573,348 | 0.12% |
| CGN Advisors LLC | 12,389 | $868,469 | 0.12% |
| Pure Financial Advisors, LLC | 30,761 | $2,156,372 | 0.07% |
| MASSMUTUAL TRUST CO FSB/ADV | 11,112 | $778,951 | 0.03% |
| Anchor Investment Management, LLC | 2,610 | $182,981 | 0.02% |
| Bartlett & Co. LLC | 12,247 | $860 | 0.01% |
| Apella Capital, LLC | 3,008 | $209,477 | 0.01% |
| Versant Capital Management, Inc | 511 | $35,821 | 0.01% |
| BALDWIN BROTHERS LLC/MA | 1,279 | $89,658 | 0.01% |