SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 180 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $724,000 | -90.5% | 13,247 | -91.6% | 0.65% | -88.9% |
| Q4 2016 | $7,625,000 | +28.5% | 158,551 | +19.7% | 5.82% | +25.4% |
| Q2 2016 | $5,932,000 | +39.4% | 132,442 | +32.1% | 4.64% | +20.8% |
| Q4 2015 | $4,255,000 | +43.0% | 100,257 | +34.1% | 3.84% | +40.0% |
| Q3 2015 | $2,976,000 | – | 74,746 | – | 2.74% | – |
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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% |