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 | $2,063 | -94.2% | 32 | -94.0% | 0.00% | -100.0% |
| Q2 2023 | $35,692 | +2.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,889 | -0.7% | 532 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,123 | +13.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -59.7% | 532 | -57.0% | 0.00% | -60.0% |
| Q2 2022 | $77,000 | -12.5% | 1,237 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $88,000 | -2.2% | 1,237 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | +11.1% | 1,226 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | -1.2% | 1,205 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $82,000 | +3.8% | 1,205 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $79,000 | +9.7% | 1,205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $72,000 | +94.6% | 1,205 | +70.9% | 0.01% | +62.5% |
| Q3 2020 | $37,000 | +19.4% | 705 | -0.7% | 0.01% | +60.0% |
| Q1 2020 | $31,000 | +29.2% | 710 | +73.2% | 0.01% | +66.7% |
| Q4 2019 | $24,000 | – | 410 | – | 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% |