SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90 | -3.2% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $93 | +2.2% | 1,390 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $91 | -1.1% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $92 | -99.9% | 1,390 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $81,000 | -6.9% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $87,000 | -12.1% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $99,000 | -2.9% | 1,390 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $102,000 | +8.5% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $94,000 | – | 1,390 | +69400.0% | 0.02% | – |
| Q1 2021 | $0 | -100.0% | 2 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $41,000 | -10.9% | 922 | +19.3% | 0.01% | +7.7% |
| Q4 2019 | $46,000 | +4.5% | 773 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $44,000 | +37.5% | 773 | +35.1% | 0.01% | +40.0% |
| Q2 2019 | $32,000 | +3.2% | 572 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | +47.6% | 572 | +34.6% | 0.01% | +25.0% |
| Q4 2018 | $21,000 | -27.6% | 425 | -18.0% | 0.01% | -11.1% |
| Q3 2018 | $29,000 | -58.6% | 518 | -60.8% | 0.01% | -60.9% |
| Q2 2018 | $70,000 | +7.7% | 1,320 | +7.6% | 0.02% | +15.0% |
| Q1 2018 | $65,000 | +35.4% | 1,227 | +39.9% | 0.02% | +25.0% |
| Q4 2017 | $48,000 | +6.7% | 877 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $45,000 | -6.2% | 877 | -8.4% | 0.02% | -11.1% |
| Q2 2017 | $48,000 | -31.4% | 957 | -31.6% | 0.02% | -35.7% |
| Q1 2017 | $70,000 | – | 1,400 | – | 0.03% | – |
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% |