SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,665 | +259.7% | 1,220 | +274.2% | 0.06% | +273.3% |
| Q2 2023 | $21,871 | +2.9% | 326 | +0.6% | 0.02% | +7.1% |
| Q1 2023 | $21,248 | – | 324 | +32300.0% | 0.01% | – |
| Q3 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $109,000 | +9.0% | 2,165 | -4.3% | 0.11% | +61.2% |
| Q1 2020 | $100,000 | -25.9% | 2,263 | +0.9% | 0.07% | -18.3% |
| Q4 2019 | $135,000 | -61.2% | 2,243 | -63.4% | 0.08% | -50.0% |
| Q3 2019 | $348,000 | +4.2% | 6,130 | +3.0% | 0.16% | +1.2% |
| Q2 2019 | $334,000 | +67.8% | 5,954 | +63.5% | 0.16% | +55.8% |
| Q1 2019 | $199,000 | +9.3% | 3,641 | -1.3% | 0.10% | -5.5% |
| Q4 2018 | $182,000 | -16.5% | 3,689 | -5.2% | 0.11% | -9.8% |
| Q3 2018 | $218,000 | -4.8% | 3,892 | -9.7% | 0.12% | -7.6% |
| Q2 2018 | $229,000 | +50.7% | 4,309 | +49.5% | 0.13% | +57.1% |
| Q1 2018 | $152,000 | +590.9% | 2,882 | +622.3% | 0.08% | +546.2% |
| Q4 2017 | $22,000 | – | 399 | – | 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% |