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 2020 | $524,000 | -96.8% | 10,460 | -97.2% | 0.09% | -97.1% |
| Q1 2020 | $16,420,000 | -29.8% | 370,911 | -4.6% | 3.06% | -13.8% |
| Q4 2019 | $23,385,000 | +6.0% | 388,968 | -0.0% | 3.55% | -1.3% |
| Q3 2019 | $22,068,000 | +7.1% | 388,994 | +6.0% | 3.60% | +7.1% |
| Q2 2019 | $20,603,000 | +6.6% | 366,998 | +3.9% | 3.36% | +3.7% |
| Q1 2019 | $19,335,000 | +48.3% | 353,210 | +33.5% | 3.24% | +21.2% |
| Q4 2018 | $13,038,000 | +3386.1% | 264,523 | +3868.8% | 2.68% | +5145.1% |
| Q3 2018 | $374,000 | – | 6,665 | – | 0.05% | – |
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% |