SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 417 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,000 | -60.0% | 31 | -55.1% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | +150.0% | 69 | +122.6% | 0.00% | +100.0% |
| Q3 2021 | $2,000 | -89.5% | 31 | -88.6% | 0.00% | -85.7% |
| Q2 2021 | $19,000 | +5.6% | 271 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +12.5% | 270 | +2.3% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 264 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 262 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 259 | +0.8% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -26.7% | 257 | +0.8% | 0.01% | -22.2% |
| Q4 2019 | $15,000 | +7.1% | 255 | +1.2% | 0.01% | +12.5% |
| Q3 2019 | $14,000 | 0.0% | 252 | +1.2% | 0.01% | -11.1% |
| Q2 2019 | $14,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | – | 249 | – | 0.01% | – |
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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% |