SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $246,000 | +28.8% | 4,100 | +20.6% | 0.11% | +32.9% |
| Q2 2019 | $191,000 | +117.0% | 3,400 | +112.5% | 0.08% | +107.3% |
| Q1 2019 | $88,000 | +11.4% | 1,600 | 0.0% | 0.04% | -2.4% |
| Q4 2018 | $79,000 | -12.2% | 1,600 | 0.0% | 0.04% | +2.4% |
| Q3 2018 | $90,000 | +5.9% | 1,600 | 0.0% | 0.04% | +10.8% |
| Q2 2018 | $85,000 | 0.0% | 1,600 | 0.0% | 0.04% | -5.1% |
| Q1 2018 | $85,000 | -1.2% | 1,600 | 0.0% | 0.04% | -7.1% |
| Q4 2017 | $86,000 | +3.6% | 1,600 | 0.0% | 0.04% | -2.3% |
| Q3 2017 | $83,000 | +2.5% | 1,600 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $81,000 | +5.2% | 1,600 | +3.2% | 0.04% | +7.5% |
| Q1 2017 | $77,000 | – | 1,550 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 118,083 | $8,277,642 | 3.49% |
| Marotta Asset Management | 8,179 | $573,348 | 0.12% |
| CGN Advisors LLC | 12,389 | $868,469 | 0.12% |
| Pure Financial Advisors, LLC | 30,761 | $2,156,372 | 0.07% |
| MASSMUTUAL TRUST CO FSB/ADV | 11,112 | $778,951 | 0.03% |
| Anchor Investment Management, LLC | 2,610 | $182,981 | 0.02% |
| Bartlett & Co. LLC | 12,247 | $860 | 0.01% |
| Apella Capital, LLC | 3,008 | $209,477 | 0.01% |
| Versant Capital Management, Inc | 511 | $35,821 | 0.01% |
| BALDWIN BROTHERS LLC/MA | 1,279 | $89,658 | 0.01% |