SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,269 | -6.1% | 8,428 | -2.3% | 0.05% | 0.0% |
| Q2 2023 | $578,853 | +2.3% | 8,628 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $565,825 | +0.6% | 8,628 | +1.3% | 0.05% | -5.5% |
| Q4 2022 | $562,358 | +9.2% | 8,518 | -3.2% | 0.06% | 0.0% |
| Q3 2022 | $515,000 | -6.0% | 8,798 | +0.3% | 0.06% | +19.6% |
| Q2 2022 | $548,000 | -4.9% | 8,773 | +8.7% | 0.05% | +15.0% |
| Q1 2022 | $576,000 | +16.4% | 8,068 | +19.4% | 0.04% | +21.2% |
| Q4 2021 | $495,000 | +4.0% | 6,758 | -4.3% | 0.03% | -5.7% |
| Q3 2021 | $476,000 | -0.6% | 7,058 | +0.7% | 0.04% | +2.9% |
| Q2 2021 | $479,000 | +6.7% | 7,008 | +2.0% | 0.03% | -2.9% |
| Q1 2021 | $449,000 | +3.0% | 6,868 | -6.1% | 0.04% | -5.4% |
| Q4 2020 | $436,000 | +36.7% | 7,318 | +19.8% | 0.04% | +27.6% |
| Q3 2020 | $319,000 | -9.6% | 6,108 | -13.2% | 0.03% | -17.1% |
| Q2 2020 | $353,000 | +13.1% | 7,040 | 0.0% | 0.04% | -14.6% |
| Q1 2020 | $312,000 | -15.0% | 7,040 | +15.4% | 0.04% | +13.9% |
| Q4 2019 | $367,000 | +0.5% | 6,100 | -5.1% | 0.04% | -7.7% |
| Q3 2019 | $365,000 | -8.1% | 6,430 | -9.2% | 0.04% | -9.3% |
| Q2 2019 | $397,000 | +8.5% | 7,080 | +6.0% | 0.04% | -4.4% |
| Q1 2019 | $366,000 | +27.5% | 6,680 | +14.7% | 0.04% | 0.0% |
| Q4 2018 | $287,000 | -8.9% | 5,825 | +3.6% | 0.04% | +50.0% |
| Q3 2018 | $315,000 | +43.8% | 5,625 | +36.4% | 0.03% | +42.9% |
| Q2 2018 | $219,000 | -32.4% | 4,125 | -32.7% | 0.02% | -38.2% |
| Q1 2018 | $324,000 | +37.9% | 6,125 | +42.4% | 0.03% | +13.3% |
| Q4 2017 | $235,000 | +5.4% | 4,300 | 0.0% | 0.03% | +3.4% |
| Q3 2017 | $223,000 | +3.2% | 4,300 | 0.0% | 0.03% | +3.6% |
| Q2 2017 | $216,000 | – | 4,300 | – | 0.03% | – |
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% |