SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,956 | -3.9% | 201 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $13,485 | +2.3% | 201 | 0.0% | 0.00% | -50.0% |
Q1 2023 | $13,182 | -80.3% | 201 | -80.2% | 0.00% | -75.0% |
Q4 2022 | $66,984 | +52.2% | 1,015 | +33.6% | 0.01% | +33.3% |
Q3 2022 | $44,000 | -67.4% | 760 | -64.8% | 0.01% | -62.5% |
Q2 2022 | $135,000 | -12.3% | 2,159 | 0.0% | 0.02% | -5.9% |
Q1 2022 | $154,000 | +4.1% | 2,159 | +6.5% | 0.02% | -5.6% |
Q4 2021 | $148,000 | -10.3% | 2,027 | -17.3% | 0.02% | -14.3% |
Q3 2021 | $165,000 | -12.7% | 2,452 | -11.4% | 0.02% | -12.5% |
Q2 2021 | $189,000 | +5.6% | 2,766 | +0.9% | 0.02% | -4.0% |
Q1 2021 | $179,000 | -2.2% | 2,741 | -11.1% | 0.02% | -7.4% |
Q4 2020 | $183,000 | -3.2% | 3,082 | -14.8% | 0.03% | -25.0% |
Q3 2020 | $189,000 | +17.4% | 3,618 | +12.7% | 0.04% | +9.1% |
Q2 2020 | $161,000 | -81.5% | 3,210 | -83.7% | 0.03% | -84.4% |
Q1 2020 | $869,000 | -26.1% | 19,635 | +0.4% | 0.21% | -32.7% |
Q4 2019 | $1,176,000 | -28.8% | 19,560 | -32.8% | 0.32% | -31.7% |
Q3 2019 | $1,652,000 | +0.8% | 29,126 | +0.6% | 0.46% | -7.4% |
Q2 2019 | $1,639,000 | +2.8% | 28,956 | -0.6% | 0.50% | -16.2% |
Q1 2019 | $1,594,000 | +12.0% | 29,127 | +0.9% | 0.59% | -2.3% |
Q4 2018 | $1,423,000 | -4.4% | 28,861 | +8.7% | 0.61% | -12.8% |
Q3 2018 | $1,488,000 | +5.3% | 26,539 | -0.2% | 0.70% | -1.4% |
Q2 2018 | $1,413,000 | +1.0% | 26,592 | +0.4% | 0.71% | -9.5% |
Q1 2018 | $1,399,000 | -3.8% | 26,485 | -0.5% | 0.78% | -8.5% |
Q4 2017 | $1,455,000 | -12.0% | 26,622 | -16.6% | 0.85% | -15.9% |
Q3 2017 | $1,653,000 | -8.7% | 31,905 | -11.6% | 1.02% | -14.9% |
Q2 2017 | $1,811,000 | +28.0% | 36,075 | +26.7% | 1.19% | +15.0% |
Q1 2017 | $1,415,000 | +2.6% | 28,476 | -0.7% | 1.04% | -13.2% |
Q4 2016 | $1,379,000 | – | 28,671 | – | 1.20% | – |
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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% |