ROCKY MOUNTAIN ADVISERS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$267,972
-2.1%
7,891
+0.3%
0.13%
-10.3%
Q2 2023$273,795
+99825.2%
7,8680.0%0.15%0.0%
Q1 2023$274
+8.3%
7,8680.0%0.15%
+4.3%
Q4 2022$253
-99.9%
7,868
+0.5%
0.14%
-51.0%
Q3 2022$220,000
-8.3%
7,830
+2.8%
0.29%
-3.4%
Q2 2022$240,000
-14.0%
7,620
+0.2%
0.30%
-4.5%
Q1 2022$279,000
+8.6%
7,602
+15.2%
0.31%
+6.2%
Q4 2021$257,000
-12.0%
6,600
-12.7%
0.29%
-17.7%
Q3 2021$292,000
-2.0%
7,5560.0%0.36%
-4.3%
Q2 2021$298,000
+1.7%
7,556
-2.9%
0.37%
-11.0%
Q1 2021$293,000
+4.6%
7,7840.0%0.42%
-9.9%
Q4 2020$280,000
+14.8%
7,784
+0.3%
0.46%
-1.3%
Q3 2020$244,000
-7.6%
7,757
-12.7%
0.47%
-28.5%
Q2 2020$264,000
+15.3%
8,884
+0.3%
0.66%
+3.0%
Q1 2020$229,000
-23.2%
8,8590.0%0.64%
-33.4%
Q4 2019$298,000
+6.4%
8,859
+0.7%
0.96%
+1.4%
Q3 2019$280,000
-0.4%
8,794
+0.3%
0.94%
-1.5%
Q2 2019$281,000
+27.1%
8,771
+24.4%
0.96%
+22.2%
Q1 2019$221,000
+11.1%
7,051
+0.4%
0.78%
+2.9%
Q4 2018$199,000
-14.6%
7,021
+1.2%
0.76%
-4.5%
Q3 2018$233,000
+2.2%
6,935
+0.7%
0.80%
-6.7%
Q2 2018$228,000
+18.1%
6,887
+20.3%
0.86%
+11.6%
Q1 2018$193,000
-0.5%
5,727
+0.4%
0.77%
-0.1%
Q4 2017$194,000
+24.4%
5,702
+22.3%
0.77%
+16.0%
Q3 2017$156,000
+100.0%
4,661
+90.2%
0.66%
+77.7%
Q2 2017$78,000
+6.8%
2,4500.0%0.37%
+9.1%
Q1 2017$73,000
+7.4%
2,4500.0%0.34%
+0.9%
Q4 2016$68,000
-4.2%
2,4500.0%0.34%
-8.6%
Q3 2016$71,000
+7.6%
2,4500.0%0.37%
+5.4%
Q2 2016$66,0000.0%2,4500.0%0.35%
-3.6%
Q1 2016$66,000
-2.9%
2,4500.0%0.36%
-9.0%
Q4 2015$68,000
+1.5%
2,4500.0%0.40%
+1.8%
Q3 2015$67,000
-50.4%
2,450
-44.6%
0.39%
-53.8%
Q2 2015$135,000
+0.7%
4,4200.0%0.85%
-3.8%
Q1 2015$134,000
+4.7%
4,4200.0%0.88%
+1.5%
Q4 2014$128,000
+68.4%
4,420
+80.4%
0.87%
+48.8%
Q3 2014$76,0002,4500.59%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 969,014$27,626,00022.42%
Personal Capital Advisors Corp 16,035,075$443,851,00013.21%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 710,982$19,680,00012.84%
Live Your Vision, LLC 913,058$25,273,00010.74%
Financial Engines Advisors L.L.C. 7,628,401$211,154,00010.39%
APPLETON GROUP, LLC 280,370$7,761,00010.25%
Highland Private Wealth Management 708,288$19,605,00010.07%
HBK Sorce Advisory LLC 1,948,781$53,942,0009.75%
VECTOR WEALTH MANAGEMENT, LLC 493,780$13,668,0009.59%
BCWM, LLC 740,584$20,500,0009.54%
View complete list of SCHWAB STRATEGIC TR shareholders