SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $21,000 | +10.5% | 424 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -64.2% | 424 | -51.7% | 0.00% | -63.6% |
| Q4 2019 | $53,000 | -52.3% | 877 | -55.6% | 0.01% | -57.7% |
| Q3 2019 | $111,000 | -1.8% | 1,974 | -2.2% | 0.03% | +4.0% |
| Q2 2019 | $113,000 | 0.0% | 2,019 | -2.2% | 0.02% | -10.7% |
| Q1 2019 | $113,000 | -16.9% | 2,065 | -24.9% | 0.03% | -26.3% |
| Q4 2018 | $136,000 | -11.7% | 2,750 | 0.0% | 0.04% | +2.7% |
| Q3 2018 | $154,000 | -5.5% | 2,750 | -10.1% | 0.04% | -9.8% |
| Q2 2018 | $163,000 | +75.3% | 3,060 | +73.7% | 0.04% | +64.0% |
| Q1 2018 | $93,000 | -54.2% | 1,762 | -52.4% | 0.02% | -56.1% |
| Q4 2017 | $203,000 | +25.3% | 3,705 | +18.4% | 0.06% | +16.3% |
| Q3 2017 | $162,000 | +10.2% | 3,129 | +7.6% | 0.05% | +6.5% |
| Q2 2017 | $147,000 | -16.9% | 2,907 | -18.5% | 0.05% | -24.6% |
| Q1 2017 | $177,000 | +7.3% | 3,565 | +3.8% | 0.06% | -3.2% |
| Q4 2016 | $165,000 | +587.5% | 3,435 | +543.3% | 0.06% | +530.0% |
| Q3 2016 | $24,000 | -41.5% | 534 | -41.4% | 0.01% | -41.2% |
| Q2 2016 | $41,000 | -21.2% | 911 | -23.8% | 0.02% | -29.2% |
| Q1 2016 | $52,000 | – | 1,196 | – | 0.02% | – |
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% |