SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249 | -99.9% | 3,771 | +0.2% | 0.01% | +10.0% |
| Q3 2022 | $220,000 | -6.0% | 3,764 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $234,000 | -12.7% | 3,756 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $268,000 | -2.2% | 3,750 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $274,000 | +37.0% | 3,745 | +27.7% | 0.01% | +25.0% |
| Q2 2021 | $200,000 | -9.9% | 2,932 | -21.2% | 0.01% | -27.3% |
| Q4 2020 | $222,000 | -11.9% | 3,722 | -11.2% | 0.01% | -21.4% |
| Q4 2019 | $252,000 | – | 4,190 | – | 0.01% | – |
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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% |