SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $6,505,000 | +6.8% | 145,243 | +3.1% | 1.07% | +67.5% |
| Q1 2016 | $6,088,000 | +12.7% | 140,938 | +10.7% | 0.64% | +11.1% |
| Q4 2015 | $5,403,000 | +24.1% | 127,309 | +16.5% | 0.58% | +16.8% |
| Q3 2015 | $4,353,000 | +13.2% | 109,310 | +22.4% | 0.49% | +21.1% |
| Q2 2015 | $3,844,000 | +239.0% | 89,328 | +240.9% | 0.41% | +233.6% |
| Q1 2015 | $1,134,000 | – | 26,206 | – | 0.12% | – |
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% |