SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 308 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $219,307 | +1.0% | 2,960 | +3.6% | 0.02% | 0.0% |
| Q1 2024 | $217,106 | +8.9% | 2,857 | +0.5% | 0.02% | 0.0% |
| Q4 2023 | $199,365 | +8.7% | 2,844 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $183,325 | -3.9% | 2,844 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $190,804 | +2.3% | 2,844 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $186,510 | -2.4% | 2,844 | -1.8% | 0.02% | -5.3% |
| Q4 2022 | $191,128 | +13.1% | 2,895 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $169,000 | -4.5% | 2,895 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $177,000 | -12.8% | 2,828 | -0.5% | 0.02% | 0.0% |
| Q1 2022 | $203,000 | -2.9% | 2,843 | -0.4% | 0.02% | -5.0% |
| Q4 2021 | $209,000 | +2.0% | 2,854 | -6.2% | 0.02% | -4.8% |
| Q3 2021 | $205,000 | +2.5% | 3,044 | +4.2% | 0.02% | -30.0% |
| Q2 2021 | $200,000 | -18.0% | 2,920 | -22.0% | 0.03% | -40.0% |
| Q1 2021 | $244,000 | -0.8% | 3,745 | -9.5% | 0.05% | -3.8% |
| Q4 2020 | $246,000 | +22.4% | 4,139 | +7.7% | 0.05% | +8.3% |
| Q3 2020 | $201,000 | -19.6% | 3,843 | -22.9% | 0.05% | -26.2% |
| Q2 2020 | $250,000 | +22.0% | 4,982 | +7.7% | 0.06% | +6.6% |
| Q1 2020 | $205,000 | -26.3% | 4,625 | 0.0% | 0.06% | -10.3% |
| Q4 2019 | $278,000 | +29.9% | 4,625 | +22.5% | 0.07% | +23.6% |
| Q3 2019 | $214,000 | +4.9% | 3,776 | +4.1% | 0.06% | +5.8% |
| Q2 2019 | $204,000 | +85.5% | 3,626 | +80.5% | 0.05% | +79.3% |
| Q1 2019 | $110,000 | +11.1% | 2,009 | 0.0% | 0.03% | +7.4% |
| Q4 2018 | $99,000 | +13.8% | 2,009 | +28.9% | 0.03% | +22.7% |
| Q3 2018 | $87,000 | +210.7% | 1,559 | +191.4% | 0.02% | +214.3% |
| Q2 2018 | $28,000 | 0.0% | 535 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $28,000 | -3.4% | 535 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $29,000 | +38.1% | 535 | +29.9% | 0.01% | +40.0% |
| Q3 2017 | $21,000 | – | 412 | – | 0.01% | – |
Download | ||||||
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% |