SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $549,969 | -2.5% | 7,424 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $564,075 | +8.4% | 7,424 | 0.0% | 0.01% | -7.1% |
| Q4 2023 | $520,422 | -2.6% | 7,424 | -10.5% | 0.01% | -6.7% |
| Q3 2023 | $534,566 | -13.2% | 8,293 | -9.7% | 0.02% | -16.7% |
| Q2 2023 | $616,087 | +208.0% | 9,183 | +156.9% | 0.02% | +80.0% |
| Q3 2018 | $200,000 | -9.5% | 3,574 | -14.1% | 0.01% | -9.1% |
| Q2 2018 | $221,000 | -40.8% | 4,163 | -41.1% | 0.01% | -45.0% |
| Q1 2018 | $373,000 | -3.4% | 7,063 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $386,000 | +5.5% | 7,063 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $366,000 | -5.9% | 7,063 | -8.9% | 0.02% | -4.8% |
| Q2 2017 | $389,000 | +1.0% | 7,754 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $385,000 | – | 7,754 | – | 0.02% | – |
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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% |