SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,228,000 | -12.5% | 21,706 | -13.2% | 0.00% | -50.0% |
| Q2 2019 | $1,404,000 | -33.0% | 25,010 | -34.7% | 0.00% | 0.0% |
| Q1 2019 | $2,095,000 | +637.7% | 38,273 | +563.4% | 0.00% | – |
| Q4 2018 | $284,000 | -84.7% | 5,769 | -82.6% | 0.00% | -100.0% |
| Q3 2018 | $1,862,000 | +7.5% | 33,195 | +1.8% | 0.00% | 0.0% |
| Q2 2018 | $1,732,000 | +15.9% | 32,609 | +15.3% | 0.00% | 0.0% |
| Q1 2018 | $1,495,000 | +9.2% | 28,292 | +13.0% | 0.00% | +100.0% |
| Q4 2017 | $1,369,000 | +57.2% | 25,044 | +49.1% | 0.00% | 0.0% |
| Q3 2017 | $871,000 | +10.1% | 16,799 | +6.6% | 0.00% | 0.0% |
| Q2 2017 | $791,000 | – | 15,761 | – | 0.00% | – |
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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% |