SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,735,952 | +2.0% | 25,875 | -0.3% | 0.17% | -0.6% |
| Q1 2023 | $1,701,799 | -1.3% | 25,950 | -0.6% | 0.18% | -6.4% |
| Q4 2022 | $1,723,916 | +2.1% | 26,112 | -9.5% | 0.19% | -7.4% |
| Q3 2022 | $1,689,000 | -37.0% | 28,859 | -32.8% | 0.20% | -34.2% |
| Q2 2022 | $2,680,000 | -17.5% | 42,933 | -5.7% | 0.31% | -11.8% |
| Q1 2022 | $3,250,000 | -4.7% | 45,526 | -2.2% | 0.35% | -2.2% |
| Q4 2021 | $3,410,000 | +3.0% | 46,571 | -5.1% | 0.36% | -5.1% |
| Q3 2021 | $3,310,000 | +1.4% | 49,053 | +2.8% | 0.38% | -3.1% |
| Q2 2021 | $3,263,000 | -22.3% | 47,732 | -25.8% | 0.39% | -28.3% |
| Q1 2021 | $4,201,000 | +1.2% | 64,359 | -7.7% | 0.54% | -7.5% |
| Q4 2020 | $4,152,000 | +10.3% | 69,743 | -3.3% | 0.58% | -2.0% |
| Q3 2020 | $3,765,000 | -26.5% | 72,146 | -29.4% | 0.60% | -32.0% |
| Q2 2020 | $5,122,000 | -4.7% | 102,214 | -15.8% | 0.88% | -20.3% |
| Q1 2020 | $5,374,000 | -4.6% | 121,394 | +29.6% | 1.10% | +9.8% |
| Q4 2019 | $5,633,000 | – | 93,690 | – | 1.00% | – |
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% |