SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $66,000 | +6.5% | 1,368 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $62,000 | +10.7% | 1,367 | +10.2% | 0.00% | 0.0% |
| Q2 2016 | $56,000 | -34.1% | 1,240 | -36.9% | 0.00% | -50.0% |
| Q1 2016 | $85,000 | +51.8% | 1,964 | +48.3% | 0.00% | +33.3% |
| Q4 2015 | $56,000 | -50.9% | 1,324 | -49.6% | 0.00% | -62.5% |
| Q1 2015 | $114,000 | -0.9% | 2,628 | +0.6% | 0.01% | -33.3% |
| Q4 2014 | $115,000 | +13.9% | 2,612 | +9.8% | 0.01% | 0.0% |
| Q3 2014 | $101,000 | +13.5% | 2,379 | +14.9% | 0.01% | 0.0% |
| Q2 2014 | $89,000 | -33.6% | 2,071 | -36.2% | 0.01% | +20.0% |
| Q1 2014 | $134,000 | +17.5% | 3,246 | +16.1% | 0.01% | -41.2% |
| Q4 2013 | $114,000 | +159.1% | 2,795 | +138.5% | 0.02% | +112.5% |
| Q3 2013 | $44,000 | +633.3% | 1,172 | +581.4% | 0.01% | +700.0% |
| Q2 2013 | $6,000 | – | 172 | – | 0.00% | – |
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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% |