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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $361,685 | +669.5% | 5,611 | +641.2% | 0.08% | +650.0% |
Q2 2022 | $47,000 | +487.5% | 757 | +575.9% | 0.01% | +900.0% |
Q1 2022 | $8,000 | -11.1% | 112 | -7.4% | 0.00% | 0.0% |
Q4 2021 | $9,000 | +80.0% | 121 | +51.2% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | -72.2% | 80 | -80.6% | 0.00% | -87.5% |
Q1 2020 | $18,000 | -21.7% | 413 | -3.5% | 0.01% | -33.3% |
Q1 2019 | $23,000 | – | 428 | – | 0.01% | – |
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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% |