SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,751,599 | -6.9% | 27,173 | -3.2% | 0.05% | -5.3% |
| Q2 2023 | $1,882,344 | -0.6% | 28,057 | -2.8% | 0.06% | -6.6% |
| Q1 2023 | $1,893,175 | -1.2% | 28,868 | -0.5% | 0.06% | -7.6% |
| Q4 2022 | $1,916,296 | +3.2% | 29,026 | -8.5% | 0.07% | -24.1% |
| Q3 2022 | $1,856,000 | -6.2% | 31,727 | +0.1% | 0.09% | -6.5% |
| Q2 2022 | $1,979,000 | -12.5% | 31,701 | +0.1% | 0.09% | -3.1% |
| Q1 2022 | $2,261,000 | -2.6% | 31,671 | -0.1% | 0.10% | +5.5% |
| Q4 2021 | $2,322,000 | +23.4% | 31,707 | +13.7% | 0.09% | 0.0% |
| Q3 2021 | $1,882,000 | -1.5% | 27,886 | -0.2% | 0.09% | -9.9% |
| Q2 2021 | $1,910,000 | +2.9% | 27,932 | -1.8% | 0.10% | -4.7% |
| Q1 2021 | $1,857,000 | +8.3% | 28,445 | -1.2% | 0.11% | +1.0% |
| Q4 2020 | $1,714,000 | -7.0% | 28,790 | -18.5% | 0.10% | -18.6% |
| Q3 2020 | $1,844,000 | +85.7% | 35,329 | +78.2% | 0.13% | +57.3% |
| Q2 2020 | $993,000 | -35.6% | 19,825 | -43.1% | 0.08% | -50.3% |
| Q1 2020 | $1,542,000 | – | 34,825 | – | 0.16% | – |
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% |