SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,730,118 | -3.4% | 26,840 | +0.5% | 0.06% | +1.7% |
| Q2 2023 | $1,791,023 | -14.8% | 26,696 | -16.7% | 0.06% | -19.2% |
| Q1 2023 | $2,101,902 | -6.4% | 32,051 | -5.8% | 0.07% | -14.1% |
| Q4 2022 | $2,245,792 | +8.0% | 34,017 | -4.3% | 0.08% | -4.5% |
| Q3 2022 | $2,080,000 | -5.9% | 35,548 | +0.4% | 0.09% | -4.3% |
| Q2 2022 | $2,210,000 | -7.6% | 35,401 | +0.8% | 0.09% | -3.1% |
| Q1 2022 | $2,391,000 | -8.2% | 35,132 | -1.2% | 0.10% | +5.5% |
| Q4 2021 | $2,604,000 | +1.0% | 35,570 | -6.9% | 0.09% | -9.9% |
| Q3 2021 | $2,579,000 | -0.5% | 38,219 | +0.8% | 0.10% | -1.0% |
| Q2 2021 | $2,592,000 | +5.3% | 37,913 | +0.5% | 0.10% | -4.7% |
| Q1 2021 | $2,462,000 | -1.4% | 37,711 | -10.1% | 0.11% | -9.3% |
| Q4 2020 | $2,496,000 | -4.5% | 41,929 | -16.3% | 0.12% | -16.9% |
| Q3 2020 | $2,614,000 | +1.9% | 50,086 | -2.2% | 0.14% | -9.0% |
| Q2 2020 | $2,566,000 | +13.9% | 51,208 | +0.6% | 0.16% | -6.6% |
| Q1 2020 | $2,253,000 | +671.6% | 50,890 | +949.5% | 0.17% | +882.4% |
| Q4 2019 | $292,000 | +3.5% | 4,849 | -2.4% | 0.02% | -5.6% |
| Q3 2019 | $282,000 | +7.2% | 4,967 | +6.2% | 0.02% | +5.9% |
| Q2 2019 | $263,000 | +9.6% | 4,678 | +6.8% | 0.02% | +6.2% |
| Q1 2019 | $240,000 | +4.8% | 4,380 | -5.8% | 0.02% | 0.0% |
| Q4 2018 | $229,000 | +47.7% | 4,652 | +68.1% | 0.02% | +77.8% |
| Q3 2018 | $155,000 | – | 2,767 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMFS HOLDINGS LLC | 4,093,555 | $173,731,000 | 26.11% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,016,523 | $43,141,000 | 7.25% |
| Summit Asset Management, LLC | 238,039 | $10,102,000 | 6.85% |
| VALENTINE VENTURES LLC | 137,903 | $5,853,000 | 6.68% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 618,748 | $26,260,000 | 6.65% |
| Gemmer Asset Management LLC | 208,582 | $8,852,000 | 5.23% |
| Sequoia Financial Advisors, LLC | 253,518 | $10,759,000 | 4.34% |
| Newman Dignan & Sheerar, Inc. | 132,601 | $5,628,000 | 3.97% |
| AVALON CAPITAL MANAGEMENT | 100,257 | $4,255,000 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 90,364 | $3,835,000 | 3.29% |