SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 289 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $26,000 | -3.7% | 495 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $27,000 | +3.8% | 495 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $26,000 | +4.0% | 495 | 0.0% | 0.01% | -7.1% |
| Q2 2017 | $25,000 | 0.0% | 495 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $25,000 | +4.2% | 495 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $24,000 | +9.1% | 495 | +4.2% | 0.01% | 0.0% |
| Q3 2016 | $22,000 | +4.8% | 475 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $21,000 | +10.5% | 475 | +9.2% | 0.01% | +7.7% |
| Q1 2016 | $19,000 | +5.6% | 435 | 0.0% | 0.01% | -18.8% |
| Q4 2015 | $18,000 | – | 435 | – | 0.02% | – |
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% |