SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $235,083 | -98.8% | 3,504 | -98.9% | 0.00% | -99.2% |
| Q3 2022 | $18,822,000 | -1.2% | 321,685 | +5.5% | 0.25% | -1.2% |
| Q2 2022 | $19,041,000 | +60.0% | 305,050 | +83.0% | 0.25% | +88.0% |
| Q1 2022 | $11,897,000 | +4.5% | 166,653 | +7.2% | 0.13% | -5.0% |
| Q4 2021 | $11,385,000 | +14.9% | 155,486 | +5.9% | 0.14% | +2.9% |
| Q3 2021 | $9,910,000 | -25.9% | 146,852 | -24.9% | 0.14% | -27.7% |
| Q2 2021 | $13,376,000 | +39.9% | 195,647 | +33.6% | 0.19% | +28.8% |
| Q1 2021 | $9,561,000 | -5.0% | 146,468 | -13.4% | 0.15% | -12.0% |
| Q4 2020 | $10,068,000 | +36.3% | 169,120 | +19.5% | 0.17% | +19.4% |
| Q3 2020 | $7,384,000 | +7.2% | 141,488 | +2.9% | 0.14% | +7.8% |
| Q2 2020 | $6,890,000 | +2.8% | 137,506 | -9.1% | 0.13% | -24.1% |
| Q1 2020 | $6,700,000 | +35.5% | 151,353 | +84.0% | 0.17% | +63.5% |
| Q4 2019 | $4,944,000 | +89.8% | 82,243 | +79.1% | 0.10% | +76.3% |
| Q3 2019 | $2,605,000 | +0.6% | 45,924 | -0.4% | 0.06% | +7.3% |
| Q2 2019 | $2,590,000 | -1.0% | 46,127 | -3.5% | 0.06% | -11.3% |
| Q1 2019 | $2,616,000 | +6.1% | 47,785 | -4.5% | 0.06% | -6.1% |
| Q4 2018 | $2,465,000 | – | 50,012 | – | 0.07% | – |
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% |