SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $763,015 | +4.6% | 11,373 | +2.2% | 0.41% | -7.2% |
| Q1 2023 | $729,774 | -12.6% | 11,128 | -12.0% | 0.44% | -25.5% |
| Q4 2022 | $834,757 | +191.9% | 12,644 | +148.3% | 0.60% | +151.5% |
| Q2 2019 | $286,000 | -64.9% | 5,092 | -69.9% | 0.24% | -52.4% |
| Q4 2016 | $814,000 | – | 16,940 | – | 0.50% | – |
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% |