SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590 | -3.9% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $614 | +2.3% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $600 | -0.7% | 9 | 0.0% | 0.00% | – |
| Q4 2022 | $604 | -39.6% | 9 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 9 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 9 | -97.0% | 0.00% | -100.0% |
| Q1 2020 | $13,000 | +1200.0% | 299 | +3222.2% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 9 | -10.0% | 0.00% | – |
| Q3 2019 | $1,000 | -93.8% | 10 | -96.5% | 0.00% | -100.0% |
| Q2 2019 | $16,000 | +6.7% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 282 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -6.7% | 280 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 276 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | – | 276 | – | 0.00% | – |
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% |