SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $22,337 | -10.8% | 301,522 | -8.5% | 0.04% | -16.7% |
Q1 2024 | $25,047 | +9.2% | 329,654 | +0.8% | 0.04% | 0.0% |
Q4 2023 | $22,929 | +12.1% | 327,085 | +3.1% | 0.04% | 0.0% |
Q3 2023 | $20,445 | +4.8% | 317,170 | +9.1% | 0.04% | +5.0% |
Q2 2023 | $19,505 | +113.2% | 290,725 | +108.4% | 0.04% | +110.5% |
Q1 2023 | $9,148 | -1.9% | 139,493 | -1.3% | 0.02% | -13.6% |
Q4 2022 | $9,327 | -99.9% | 141,285 | +0.7% | 0.02% | +4.8% |
Q3 2022 | $8,209,000 | -22.4% | 140,306 | -17.3% | 0.02% | -25.0% |
Q2 2022 | $10,585,000 | -19.7% | 169,584 | -8.2% | 0.03% | -6.7% |
Q1 2022 | $13,182,000 | -43.6% | 184,656 | -42.2% | 0.03% | -43.4% |
Q4 2021 | $23,380,000 | +108.0% | 319,324 | +91.7% | 0.05% | +89.3% |
Q3 2021 | $11,239,000 | -13.1% | 166,562 | -11.9% | 0.03% | -15.2% |
Q2 2021 | $12,931,000 | +13.5% | 189,133 | +8.4% | 0.03% | +3.1% |
Q1 2021 | $11,390,000 | +45.3% | 174,488 | +32.5% | 0.03% | +33.3% |
Q4 2020 | $7,837,000 | +43.6% | 131,649 | +25.9% | 0.02% | +26.3% |
Q3 2020 | $5,457,000 | -0.1% | 104,569 | -4.1% | 0.02% | -9.5% |
Q2 2020 | $5,461,000 | -16.7% | 108,997 | -26.4% | 0.02% | -32.3% |
Q1 2020 | $6,555,000 | -27.2% | 148,084 | -1.1% | 0.03% | -8.8% |
Q4 2019 | $9,003,000 | +4.3% | 149,753 | -1.6% | 0.03% | -8.1% |
Q3 2019 | $8,629,000 | +14.8% | 152,115 | +13.6% | 0.04% | +12.1% |
Q2 2019 | $7,516,000 | -23.4% | 133,883 | -25.3% | 0.03% | -26.7% |
Q1 2019 | $9,813,000 | +22.0% | 179,271 | +9.9% | 0.04% | +4.7% |
Q4 2018 | $8,043,000 | -13.3% | 163,179 | -1.4% | 0.04% | -2.3% |
Q3 2018 | $9,279,000 | +8.0% | 165,463 | +2.3% | 0.04% | -2.2% |
Q2 2018 | $8,595,000 | +46.7% | 161,810 | +46.0% | 0.04% | +40.6% |
Q1 2018 | $5,857,000 | -1.2% | 110,846 | +2.2% | 0.03% | 0.0% |
Q4 2017 | $5,927,000 | – | 108,410 | – | 0.03% | – |
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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% |