SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,654,000 | +6.3% | 66,751 | -4.3% | 0.57% | -3.1% |
| Q4 2018 | $3,439,000 | +85.0% | 69,779 | +110.5% | 0.59% | +123.5% |
| Q3 2018 | $1,859,000 | +6.0% | 33,157 | +0.5% | 0.26% | +2.7% |
| Q2 2018 | $1,753,000 | +8.9% | 33,002 | +8.4% | 0.26% | +8.4% |
| Q1 2018 | $1,609,000 | +30.9% | 30,444 | +35.4% | 0.24% | +33.9% |
| Q4 2017 | $1,229,000 | +12.1% | 22,478 | +6.3% | 0.18% | +9.9% |
| Q3 2017 | $1,096,000 | +3.9% | 21,149 | +0.6% | 0.16% | 0.0% |
| Q2 2017 | $1,055,000 | +2.1% | 21,013 | +1.0% | 0.16% | -1.2% |
| Q1 2017 | $1,033,000 | +5.7% | 20,799 | +2.4% | 0.16% | -1.2% |
| Q4 2016 | $977,000 | +6.7% | 20,315 | +1.0% | 0.16% | +7.1% |
| Q3 2016 | $916,000 | +15.5% | 20,115 | +13.5% | 0.15% | +11.6% |
| Q2 2016 | $793,000 | +15.4% | 17,716 | +11.3% | 0.14% | +7.0% |
| Q1 2016 | $687,000 | +5.5% | 15,912 | +3.7% | 0.13% | +1.6% |
| Q4 2015 | $651,000 | +8.9% | 15,337 | +2.2% | 0.13% | +7.6% |
| Q3 2015 | $598,000 | +9.7% | 15,010 | +18.5% | 0.12% | +13.5% |
| Q2 2015 | $545,000 | +2.4% | 12,668 | +3.0% | 0.10% | -2.8% |
| Q1 2015 | $532,000 | +25.2% | 12,299 | +27.7% | 0.11% | +16.3% |
| Q4 2014 | $425,000 | – | 9,630 | – | 0.09% | – |
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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% |