SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $156,673 | -4.3% | 2,431 | -0.4% | 0.02% | -3.8% |
Q2 2023 | $163,750 | -29.7% | 2,441 | -31.3% | 0.03% | -58.1% |
Q1 2023 | $232,967 | +447.7% | 3,552 | +451.6% | 0.06% | +264.7% |
Q4 2022 | $42,537 | +11.9% | 644 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $38,000 | -5.0% | 644 | 0.0% | 0.02% | -10.5% |
Q2 2022 | $40,000 | -13.0% | 644 | +0.2% | 0.02% | +5.6% |
Q1 2022 | $46,000 | -4.2% | 643 | -2.9% | 0.02% | -14.3% |
Q4 2021 | $48,000 | +6.7% | 662 | +0.2% | 0.02% | -8.7% |
Q3 2021 | $45,000 | 0.0% | 661 | 0.0% | 0.02% | -4.2% |
Q2 2021 | $45,000 | +4.7% | 661 | 0.0% | 0.02% | -17.2% |
Q1 2021 | $43,000 | +10.3% | 661 | +0.2% | 0.03% | 0.0% |
Q4 2020 | $39,000 | -50.6% | 660 | -56.6% | 0.03% | -59.7% |
Q3 2020 | $79,000 | -38.3% | 1,521 | -40.5% | 0.07% | -43.8% |
Q2 2020 | $128,000 | +13.3% | 2,557 | +0.6% | 0.13% | +43.8% |
Q1 2020 | $113,000 | -57.5% | 2,543 | -42.5% | 0.09% | -44.7% |
Q4 2019 | $266,000 | – | 4,419 | – | 0.16% | – |
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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% |