TCI Wealth Advisors, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$2,020
-71.0%
38
-71.9%
0.00%
-100.0%
Q4 2022$6,975
+248.8%
135
+264.9%
0.00%
Q3 2022$2,0000.0%37
+2.8%
0.00%
Q2 2022$2,0000.0%36
+2.9%
0.00%
Q1 2022$2,000
-81.8%
35
-79.3%
0.00%
-100.0%
Q4 2021$11,000
-45.0%
169
-50.3%
0.00%
-77.8%
Q2 2020$20,0000.0%3400.0%0.01%
-10.0%
Q1 2020$20,000
+5.3%
3400.0%0.01%
+42.9%
Q4 2019$19,000
-50.0%
340
-49.2%
0.01%
-58.8%
Q3 2019$38,000
+100.0%
669
+96.8%
0.02%
+88.9%
Q2 2019$19,0000.0%3400.0%0.01%
+12.5%
Q1 2019$19,000
-75.3%
340
-76.4%
0.01%
-78.4%
Q4 2018$77,000
+120.0%
1,439
+124.8%
0.04%
+146.7%
Q3 2018$35,0000.0%6400.0%0.02%
-6.2%
Q2 2018$35,000
-2.8%
640
-1.5%
0.02%
-5.9%
Q1 2018$36,000
-88.9%
650
-88.9%
0.02%
-88.0%
Q4 2017$324,0005,8500.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders