SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,456 | -15.3% | 3,384 | -6.5% | 0.01% | -15.4% |
| Q2 2023 | $248,399 | +10.5% | 3,620 | +7.1% | 0.01% | 0.0% |
| Q1 2023 | $224,877 | +8.6% | 3,381 | -7.8% | 0.01% | -56.7% |
| Q2 2019 | $207,000 | +1.5% | 3,666 | +0.7% | 0.03% | 0.0% |
| Q1 2019 | $204,000 | +142.9% | 3,641 | +125.6% | 0.03% | +130.8% |
| Q3 2018 | $84,000 | -1.2% | 1,614 | +1.4% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | +1.2% | 1,591 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $84,000 | -2.3% | 1,591 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $86,000 | +1620.0% | 1,581 | +1497.0% | 0.01% | +1300.0% |
| Q3 2017 | $5,000 | +66.7% | 99 | +76.8% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -40.0% | 56 | -42.9% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | – | 98 | – | 0.00% | – |
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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% |