SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $37,000 | -2.6% | 523 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $38,000 | +8.6% | 523 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $35,000 | -2.8% | 523 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $36,000 | -63.3% | 523 | -65.1% | 0.01% | -61.5% |
| Q1 2021 | $98,000 | +10.1% | 1,498 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $89,000 | +14.1% | 1,498 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $78,000 | +4.0% | 1,498 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $75,000 | +13.6% | 1,498 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $66,000 | -27.5% | 1,498 | -1.4% | 0.01% | -14.3% |
| Q4 2019 | $91,000 | +7.1% | 1,519 | +1.4% | 0.01% | 0.0% |
| Q3 2019 | $85,000 | +1.2% | 1,498 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $84,000 | – | 1,498 | – | 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% |