SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 14.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,092,000 | +0.2% | 23,959 | 0.0% | 0.83% | -16.9% |
| Q2 2016 | $1,090,000 | +4.4% | 23,959 | 0.0% | 1.00% | -47.7% |
| Q1 2016 | $1,044,000 | +2.7% | 23,959 | -0.1% | 1.91% | +168.4% |
| Q4 2015 | $1,017,000 | +202.7% | 23,984 | +207.4% | 0.71% | +163.7% |
| Q2 2014 | $336,000 | – | 7,802 | – | 0.27% | – |
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% |