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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $221,000 | -82.8% | 4,485 | -80.4% | 0.08% | -70.6% |
| Q3 2018 | $1,285,000 | +5.5% | 22,930 | 0.0% | 0.29% | +14.2% |
| Q2 2018 | $1,218,000 | +0.5% | 22,930 | 0.0% | 0.25% | +5.0% |
| Q1 2018 | $1,212,000 | -3.3% | 22,930 | 0.0% | 0.24% | +10.6% |
| Q4 2017 | $1,254,000 | +5.6% | 22,930 | 0.0% | 0.22% | +6.3% |
| Q3 2017 | $1,188,000 | +3.2% | 22,930 | 0.0% | 0.20% | -14.2% |
| Q2 2017 | $1,151,000 | +1.1% | 22,930 | 0.0% | 0.24% | +0.8% |
| Q1 2017 | $1,139,000 | +65.8% | 22,930 | +60.4% | 0.24% | +106.1% |
| Q4 2016 | $687,000 | +5.5% | 14,295 | 0.0% | 0.12% | +8.5% |
| Q3 2016 | $651,000 | – | 14,295 | – | 0.11% | – |
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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% |