Relative Value Partners Group, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 173 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2020$384,000
+2.7%
6,2310.0%0.04%
+2.6%
Q2 2020$374,000
+4.5%
6,2310.0%0.04%
-7.1%
Q1 2020$358,000
+1.4%
6,2310.0%0.04%
+23.5%
Q4 2019$353,000
-0.3%
6,2310.0%0.03%
-5.6%
Q3 2019$354,000
+0.9%
6,2310.0%0.04%
-2.7%
Q2 2019$351,000
+2.3%
6,2310.0%0.04%0.0%
Q1 2019$343,000
+3.3%
6,2310.0%0.04%
-5.1%
Q4 2018$332,000
-1.2%
6,2310.0%0.04%
+5.4%
Q3 2018$336,000
-1.8%
6,2310.0%0.04%
-2.6%
Q2 2018$342,0000.0%6,2310.0%0.04%0.0%
Q1 2018$342,000
-0.9%
6,2310.0%0.04%
-9.5%
Q1 2017$345,000
+0.9%
6,2310.0%0.04%
-4.5%
Q4 2016$342,000
-3.9%
6,2310.0%0.04%
-4.3%
Q3 2016$356,000
+1.1%
6,2310.0%0.05%
-9.8%
Q2 2016$352,000
+6.3%
6,2310.0%0.05%
+24.4%
Q1 2016$331,0000.0%6,2310.0%0.04%0.0%
Q4 2015$331,000–6,231–0.04%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2017
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 32,290,969$2,030,779,00095.48%
NinePointTwo Capital LLC 2,368,378$148,947,00047.97%
Joseph Group Capital Management 252,975$15,910,00015.30%
Carolina Wealth Advisors, LLC 342,484$21,539,00012.17%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 230,798$14,518,00010.58%
RE Dickinson Investment Advisors, LLC 219,717$13,818,00010.48%
AllGen Financial Advisors, Inc. 209,304$13,163,1549.76%
Charles Schwab Investment Advisory, Inc. 97,963,022$6,160,894,0009.66%
SVB Investment Services Inc. 223,080$14,490,0009.63%
LOWERY THOMAS, LLC 215,829$13,573,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders