SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $253,000 | -86.6% | 4,207 | -87.4% | 0.01% | -89.6% |
| Q3 2019 | $1,892,000 | -0.8% | 33,350 | -4.7% | 0.07% | -5.6% |
| Q2 2019 | $1,908,000 | -82.4% | 34,985 | -82.3% | 0.07% | -84.5% |
| Q1 2019 | $10,850,000 | -15.9% | 198,203 | -24.3% | 0.46% | -19.8% |
| Q4 2018 | $12,906,000 | +560.5% | 261,837 | +651.6% | 0.57% | +642.9% |
| Q3 2018 | $1,954,000 | -57.9% | 34,838 | -60.2% | 0.08% | -62.3% |
| Q2 2018 | $4,645,000 | -60.8% | 87,435 | -61.0% | 0.20% | -64.3% |
| Q1 2018 | $11,856,000 | -24.8% | 224,383 | -22.2% | 0.57% | -26.9% |
| Q4 2017 | $15,763,000 | +123.6% | 288,327 | +111.9% | 0.78% | +103.9% |
| Q3 2017 | $7,051,000 | +20.4% | 136,065 | +16.6% | 0.38% | +7.3% |
| Q2 2017 | $5,856,000 | -16.5% | 116,649 | -17.4% | 0.36% | -21.7% |
| Q1 2017 | $7,015,000 | -5.8% | 141,198 | -8.8% | 0.46% | -19.5% |
| Q4 2016 | $7,445,000 | +2089.7% | 154,814 | +1973.9% | 0.57% | +1732.3% |
| Q3 2016 | $340,000 | -40.4% | 7,465 | -43.7% | 0.03% | -53.7% |
| Q2 2015 | $570,000 | -3.6% | 13,251 | -2.9% | 0.07% | 0.0% |
| Q1 2015 | $591,000 | -19.2% | 13,649 | -17.6% | 0.07% | -14.1% |
| Q4 2014 | $731,000 | -7.7% | 16,572 | -10.7% | 0.08% | -3.7% |
| Q3 2014 | $792,000 | +0.5% | 18,565 | +0.9% | 0.08% | +2.5% |
| Q2 2014 | $788,000 | – | 18,399 | – | 0.08% | – |
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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% |