SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $87,000 | -39.6% | 1,574 | -43.3% | 0.04% | -42.1% |
| Q3 2017 | $144,000 | +32.1% | 2,774 | +27.6% | 0.08% | +26.7% |
| Q2 2017 | $109,000 | +23.9% | 2,174 | +22.5% | 0.06% | +20.0% |
| Q1 2017 | $88,000 | +3.5% | 1,774 | 0.0% | 0.05% | -3.8% |
| Q4 2016 | $85,000 | +4.9% | 1,774 | 0.0% | 0.05% | +2.0% |
| Q3 2016 | $81,000 | +55.8% | 1,774 | +53.7% | 0.05% | +50.0% |
| Q2 2016 | $52,000 | +8.3% | 1,154 | +4.5% | 0.03% | +3.0% |
| Q1 2016 | $48,000 | -87.3% | 1,104 | -87.6% | 0.03% | -87.0% |
| Q4 2015 | $377,000 | +1.6% | 8,879 | -4.8% | 0.25% | -8.7% |
| Q3 2015 | $371,000 | -32.1% | 9,329 | -26.4% | 0.28% | -25.9% |
| Q2 2015 | $546,000 | +0.6% | 12,679 | +1.0% | 0.37% | -1.8% |
| Q1 2015 | $543,000 | -17.9% | 12,554 | -16.3% | 0.38% | -21.6% |
| Q4 2014 | $661,000 | +3.4% | 14,994 | +0.1% | 0.49% | +2.3% |
| Q3 2014 | $639,000 | -1.5% | 14,974 | -1.3% | 0.48% | +1.1% |
| Q2 2014 | $649,000 | – | 15,174 | – | 0.47% | – |
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% |