SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 132 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,026,000 | -1.4% | 37,025 | -6.8% | 0.21% | +79.5% |
| Q3 2017 | $2,054,000 | +13.0% | 39,708 | +9.6% | 0.12% | +4.5% |
| Q2 2017 | $1,818,000 | +14.2% | 36,234 | +13.0% | 0.11% | +1.8% |
| Q1 2017 | $1,592,000 | +9.3% | 32,057 | +6.0% | 0.11% | +0.9% |
| Q4 2016 | $1,456,000 | +12.5% | 30,255 | +6.9% | 0.11% | +10.1% |
| Q3 2016 | $1,294,000 | +10.9% | 28,309 | +8.8% | 0.10% | +4.2% |
| Q2 2016 | $1,167,000 | +8.9% | 26,021 | +4.8% | 0.10% | -5.9% |
| Q1 2016 | $1,072,000 | +41.4% | 24,824 | +30.3% | 0.10% | +16.1% |
| Q3 2015 | $758,000 | +0.7% | 19,057 | +9.6% | 0.09% | -2.2% |
| Q2 2015 | $753,000 | +38.9% | 17,393 | +39.5% | 0.09% | +36.9% |
| Q1 2015 | $542,000 | +23.2% | 12,464 | +25.0% | 0.06% | +12.1% |
| Q4 2014 | $440,000 | +0.5% | 9,973 | -2.7% | 0.06% | -7.9% |
| Q2 2014 | $438,000 | +4.5% | 10,247 | +0.6% | 0.06% | -19.2% |
| Q1 2014 | $419,000 | +3.5% | 10,184 | +1.8% | 0.08% | +8.3% |
| Q4 2013 | $405,000 | -0.5% | 10,000 | -10.8% | 0.07% | -18.2% |
| Q2 2013 | $407,000 | – | 11,211 | – | 0.09% | – |
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% |