SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $514,062 | -1.0% | 7,839 | -0.3% | 0.03% | -9.7% |
| Q4 2022 | $519,334 | +1.6% | 7,866 | -9.9% | 0.03% | -11.4% |
| Q3 2022 | $511,000 | -5.4% | 8,728 | +0.9% | 0.04% | -2.8% |
| Q2 2022 | $540,000 | -9.5% | 8,646 | +3.3% | 0.04% | 0.0% |
| Q1 2022 | $597,000 | +4.0% | 8,368 | +6.7% | 0.04% | 0.0% |
| Q4 2021 | $574,000 | +8.5% | 7,846 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $529,000 | -1.3% | 7,846 | 0.0% | 0.04% | -7.7% |
| Q2 2021 | $536,000 | +11.2% | 7,846 | +6.3% | 0.04% | -4.9% |
| Q1 2021 | $482,000 | +22.3% | 7,379 | +11.7% | 0.04% | +17.1% |
| Q4 2020 | $394,000 | +23.1% | 6,604 | +7.6% | 0.04% | +59.1% |
| Q3 2020 | $320,000 | -58.0% | 6,140 | -51.6% | 0.02% | -77.3% |
| Q4 2019 | $762,000 | +2.0% | 12,673 | -3.7% | 0.10% | -19.8% |
| Q3 2019 | $747,000 | +3.0% | 13,161 | +1.9% | 0.12% | -15.4% |
| Q2 2019 | $725,000 | +216.6% | 12,920 | +216.7% | 0.14% | +297.2% |
| Q3 2018 | $229,000 | – | 4,080 | – | 0.04% | – |
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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% |