SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $331,000 | -2.9% | 5,909 | -8.1% | 0.07% | -16.9% |
| Q2 2018 | $341,000 | +42.7% | 6,428 | +42.3% | 0.08% | +36.1% |
| Q1 2018 | $239,000 | +6.2% | 4,517 | +9.5% | 0.06% | +17.3% |
| Q4 2017 | $225,000 | +11.9% | 4,124 | +6.5% | 0.05% | 0.0% |
| Q3 2017 | $201,000 | +6.3% | 3,871 | +3.1% | 0.05% | -5.5% |
| Q2 2017 | $189,000 | +148.7% | 3,755 | +146.6% | 0.06% | +120.0% |
| Q1 2017 | $76,000 | -15.6% | 1,523 | -20.1% | 0.02% | -32.4% |
| Q4 2016 | $90,000 | +164.7% | 1,906 | +152.8% | 0.04% | +146.7% |
| Q3 2016 | $34,000 | +25.9% | 754 | +25.0% | 0.02% | +36.4% |
| Q2 2016 | $27,000 | +3.8% | 603 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $26,000 | +271.4% | 603 | +244.6% | 0.01% | +175.0% |
| Q4 2015 | $7,000 | +75.0% | 175 | +84.2% | 0.00% | +100.0% |
| Q3 2015 | $4,000 | -90.5% | 95 | -90.3% | 0.00% | -91.3% |
| Q2 2015 | $42,000 | -50.6% | 980 | -50.0% | 0.02% | -4.2% |
| Q1 2015 | $85,000 | +2025.0% | 1,960 | +1963.2% | 0.02% | +1100.0% |
| Q4 2014 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,000 | -33.3% | 95 | -36.7% | 0.00% | -50.0% |
| Q1 2014 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | – | 150 | – | 0.00% | – |
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% |