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 2020 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -69.2% | 76 | -73.5% | 0.00% | -71.4% |
| Q1 2020 | $13,000 | -23.5% | 287 | +1.1% | 0.01% | -12.5% |
| Q4 2019 | $17,000 | +6.2% | 284 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 281 | +1.4% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | +14.3% | 277 | +4.9% | 0.01% | +14.3% |
| Q1 2019 | $14,000 | +27.3% | 264 | +21.7% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -38.9% | 217 | -31.3% | 0.01% | -30.0% |
| Q3 2018 | $18,000 | +200.0% | 316 | +203.8% | 0.01% | +233.3% |
| Q2 2018 | $6,000 | +20.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | – | 104 | – | 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% |