SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $220,000 | -34.7% | 4,206 | -24.9% | 0.01% | -65.2% |
| Q4 2019 | $337,000 | -19.4% | 5,603 | -24.0% | 0.02% | -25.8% |
| Q3 2019 | $418,000 | -7.9% | 7,374 | -8.9% | 0.03% | -8.8% |
| Q2 2019 | $454,000 | -14.5% | 8,093 | -16.6% | 0.03% | -15.0% |
| Q1 2019 | $531,000 | +18.8% | 9,704 | +7.0% | 0.04% | 0.0% |
| Q4 2018 | $447,000 | -16.8% | 9,070 | -5.4% | 0.04% | -9.1% |
| Q3 2018 | $537,000 | +11.6% | 9,584 | +5.9% | 0.04% | 0.0% |
| Q2 2018 | $481,000 | -8.4% | 9,049 | -8.9% | 0.04% | -10.2% |
| Q1 2018 | $525,000 | -3.3% | 9,938 | +0.1% | 0.05% | -7.5% |
| Q4 2017 | $543,000 | +3.6% | 9,930 | -1.8% | 0.05% | -7.0% |
| Q3 2017 | $524,000 | +2.7% | 10,109 | -0.5% | 0.06% | -5.0% |
| Q2 2017 | $510,000 | -2.9% | 10,157 | -3.9% | 0.06% | -20.0% |
| Q1 2017 | $525,000 | -4.2% | 10,567 | -7.2% | 0.08% | -8.5% |
| Q4 2016 | $548,000 | +2.2% | 11,391 | -3.1% | 0.08% | -2.4% |
| Q3 2016 | $536,000 | +1.5% | 11,758 | -0.3% | 0.08% | -4.5% |
| Q2 2016 | $528,000 | +0.6% | 11,796 | -3.0% | 0.09% | -5.4% |
| Q1 2016 | $525,000 | -15.5% | 12,162 | -16.8% | 0.09% | -19.8% |
| Q4 2015 | $621,000 | – | 14,621 | – | 0.12% | – |
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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% |