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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $527,462 | -0.6% | 7,862 | -2.8% | 0.37% | -7.2% |
| Q1 2023 | $530,411 | -90.7% | 8,088 | -90.7% | 0.40% | -93.1% |
| Q4 2022 | $5,721,095 | +12.8% | 86,657 | -0.1% | 5.80% | +38.6% |
| Q3 2022 | $5,074,000 | +17.8% | 86,713 | +13.0% | 4.18% | -29.9% |
| Q2 2019 | $4,308,000 | +6.8% | 76,729 | +4.1% | 5.96% | -1.1% |
| Q1 2019 | $4,034,000 | +209.8% | 73,698 | +179.0% | 6.03% | +204.0% |
| Q4 2018 | $1,302,000 | – | 26,411 | – | 1.98% | – |
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% |