SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,925,000 | -0.8% | 28,532 | +0.6% | 0.27% | -0.7% |
| Q2 2021 | $1,940,000 | +5.6% | 28,372 | +0.8% | 0.28% | -1.8% |
| Q1 2021 | $1,837,000 | +3.2% | 28,147 | -5.9% | 0.28% | -2.8% |
| Q4 2020 | $1,780,000 | +14.2% | 29,905 | +0.1% | 0.29% | +1.4% |
| Q3 2020 | $1,559,000 | +5.8% | 29,881 | +1.6% | 0.28% | -3.7% |
| Q2 2020 | $1,474,000 | +12.6% | 29,410 | -0.5% | 0.30% | -7.2% |
| Q1 2020 | $1,309,000 | -26.1% | 29,567 | +0.4% | 0.32% | -0.9% |
| Q4 2019 | $1,771,000 | +6.2% | 29,451 | +0.2% | 0.32% | -1.8% |
| Q3 2019 | $1,668,000 | +21.2% | 29,403 | +20.0% | 0.33% | +18.1% |
| Q2 2019 | $1,376,000 | +4.8% | 24,503 | +2.2% | 0.28% | +1.8% |
| Q1 2019 | $1,313,000 | +12.4% | 23,980 | +1.2% | 0.27% | +0.7% |
| Q4 2018 | $1,168,000 | +13.0% | 23,693 | +28.5% | 0.27% | +28.0% |
| Q3 2018 | $1,034,000 | +71.2% | 18,438 | +62.1% | 0.21% | +71.5% |
| Q2 2018 | $604,000 | -0.5% | 11,372 | -1.0% | 0.12% | -4.7% |
| Q1 2018 | $607,000 | -3.0% | 11,482 | +0.2% | 0.13% | -1.5% |
| Q4 2017 | $626,000 | +8.1% | 11,459 | +2.5% | 0.13% | +2.3% |
| Q3 2017 | $579,000 | +3.6% | 11,180 | +0.4% | 0.13% | +1.6% |
| Q2 2017 | $559,000 | +3.7% | 11,136 | +2.7% | 0.13% | -2.3% |
| Q1 2017 | $539,000 | +19.8% | 10,842 | +15.9% | 0.13% | +7.5% |
| Q4 2016 | $450,000 | +40.6% | 9,358 | +33.1% | 0.12% | +37.9% |
| Q3 2016 | $320,000 | – | 7,033 | – | 0.09% | – |
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% |