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 | $9,031,198 | +8.8% | 140,105 | +13.2% | 0.04% | +6.1% |
| Q2 2023 | $8,303,957 | -10.6% | 123,773 | -12.6% | 0.03% | -19.5% |
| Q1 2023 | $9,286,223 | -16.3% | 141,601 | -15.8% | 0.04% | -26.8% |
| Q4 2022 | $11,099,267 | -9.5% | 168,120 | -19.8% | 0.06% | -21.1% |
| Q3 2022 | $12,270,000 | +93.9% | 209,712 | +106.9% | 0.07% | +73.2% |
| Q2 2022 | $6,327,000 | -1.9% | 101,356 | +12.2% | 0.04% | -2.4% |
| Q1 2022 | $6,451,000 | -3.9% | 90,363 | -1.4% | 0.04% | -8.7% |
| Q4 2021 | $6,714,000 | +15.7% | 91,689 | +6.6% | 0.05% | -4.2% |
| Q3 2021 | $5,802,000 | -4.5% | 85,974 | -3.2% | 0.05% | -15.8% |
| Q2 2021 | $6,075,000 | +10.9% | 88,860 | +5.9% | 0.06% | -3.4% |
| Q1 2021 | $5,479,000 | +44.8% | 83,925 | +32.0% | 0.06% | +18.0% |
| Q4 2020 | $3,784,000 | +19.1% | 63,564 | +4.6% | 0.05% | -5.7% |
| Q3 2020 | $3,177,000 | -3.4% | 60,787 | -7.5% | 0.05% | -1.9% |
| Q2 2020 | $3,288,000 | -75.4% | 65,743 | -79.2% | 0.05% | -81.6% |
| Q1 2020 | $13,346,000 | -51.6% | 316,183 | -30.7% | 0.29% | -32.4% |
| Q4 2019 | $27,561,000 | +9.8% | 456,005 | +3.1% | 0.44% | -50.6% |
| Q3 2019 | $25,098,000 | -0.2% | 442,419 | -0.5% | 0.88% | -5.4% |
| Q2 2019 | $25,152,000 | +2.6% | 444,839 | -0.7% | 0.93% | -6.4% |
| Q1 2019 | $24,519,000 | +8688.2% | 447,923 | +7802.7% | 1.00% | +6533.3% |
| Q4 2018 | $279,000 | -13.6% | 5,668 | -1.5% | 0.02% | +7.1% |
| Q3 2018 | $323,000 | +8.4% | 5,753 | +2.5% | 0.01% | -17.6% |
| Q2 2018 | $298,000 | -47.3% | 5,610 | -48.8% | 0.02% | -51.4% |
| Q1 2018 | $566,000 | -10.2% | 10,962 | -4.8% | 0.04% | -7.9% |
| Q4 2017 | $630,000 | -45.7% | 11,518 | -47.6% | 0.04% | -22.4% |
| Q3 2017 | $1,161,000 | +247.6% | 21,985 | +230.6% | 0.05% | +16.7% |
| Q2 2017 | $334,000 | +1.2% | 6,650 | 0.0% | 0.04% | +23.5% |
| Q1 2017 | $330,000 | – | 6,650 | – | 0.03% | – |
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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% |