SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.23 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44 | +144.4% | 597 | +138.8% | 0.01% | +133.3% |
| Q1 2024 | $18 | -10.0% | 250 | -12.6% | 0.00% | 0.0% |
| Q4 2023 | $20 | +5.3% | 286 | -0.7% | 0.00% | 0.0% |
| Q3 2023 | $19 | -17.4% | 288 | -15.3% | 0.00% | -25.0% |
| Q2 2023 | $23 | -55.8% | 340 | -56.8% | 0.00% | -55.6% |
| Q1 2023 | $52 | -3.7% | 787 | -1.1% | 0.01% | -10.0% |
| Q4 2022 | $54 | -99.9% | 796 | -11.1% | 0.01% | -9.1% |
| Q3 2022 | $55,000 | +34.1% | 895 | +39.0% | 0.01% | +22.2% |
| Q2 2022 | $41,000 | +192.9% | 644 | +226.9% | 0.01% | +200.0% |
| Q1 2022 | $14,000 | +55.6% | 197 | +60.2% | 0.00% | +50.0% |
| Q4 2021 | $9,000 | +12.5% | 123 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $8,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +33.3% | 123 | +39.8% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | -28.6% | 88 | -32.8% | 0.00% | -50.0% |
| Q3 2020 | $7,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 131 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -12.5% | 131 | -10.9% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -50.0% | 147 | -48.4% | 0.00% | -60.0% |
| Q1 2019 | $16,000 | +14.3% | 285 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | +600.0% | 285 | +691.7% | 0.01% | +400.0% |
| Q3 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | +100.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | -80.0% | 36 | -67.6% | 0.00% | -66.7% |
| Q2 2015 | $5,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | -54.5% | 111 | -58.9% | 0.00% | -62.5% |
| Q4 2014 | $11,000 | – | 270 | – | 0.01% | – |
Download | ||||||
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% |