SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $11,000 | -15.4% | 237 | -20.2% | 0.01% | 0.0% |
| Q4 2014 | $13,000 | 0.0% | 297 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 297 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | -74.0% | 297 | -75.3% | 0.01% | -74.1% |
| Q1 2014 | $50,000 | +2.0% | 1,202 | 0.0% | 0.03% | -27.0% |
| Q4 2013 | $49,000 | +58.1% | 1,202 | +45.3% | 0.04% | +37.0% |
| Q3 2013 | $31,000 | +3.3% | 827 | 0.0% | 0.03% | +8.0% |
| Q2 2013 | $30,000 | – | 827 | – | 0.02% | – |
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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% |