SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $393,000 | +4.2% | 6,604 | -8.7% | 0.25% | -4.2% |
| Q3 2020 | $377,000 | -2.6% | 7,230 | -6.3% | 0.26% | -11.0% |
| Q2 2020 | $387,000 | -49.7% | 7,720 | -55.6% | 0.29% | -58.9% |
| Q1 2020 | $769,000 | -24.7% | 17,379 | +2.3% | 0.71% | -10.7% |
| Q4 2019 | $1,021,000 | -12.2% | 16,980 | -17.2% | 0.80% | -22.4% |
| Q3 2019 | $1,163,000 | -13.7% | 20,506 | -14.5% | 1.02% | -5.4% |
| Q2 2019 | $1,347,000 | +259.2% | 23,985 | +250.2% | 1.08% | +273.4% |
| Q1 2019 | $375,000 | +85.6% | 6,849 | +44.3% | 0.29% | +92.1% |
| Q4 2015 | $202,000 | -1.0% | 4,748 | -7.1% | 0.15% | -8.5% |
| Q3 2015 | $204,000 | -2.9% | 5,111 | +4.5% | 0.16% | -3.5% |
| Q2 2015 | $210,000 | +0.5% | 4,890 | +1.5% | 0.17% | -0.6% |
| Q1 2015 | $209,000 | -50.0% | 4,819 | -49.5% | 0.17% | -14.0% |
| Q4 2014 | $418,000 | – | 9,538 | – | 0.20% | – |
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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% |