SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,305,000 | -4.7% | 123,078 | -3.4% | 4.65% | -4.6% |
| Q2 2021 | $8,713,000 | +6.9% | 127,441 | +2.1% | 4.88% | -0.9% |
| Q1 2021 | $8,147,000 | +15.2% | 124,801 | +5.0% | 4.92% | +3.9% |
| Q4 2020 | $7,075,000 | -22.0% | 118,840 | -31.6% | 4.74% | -31.6% |
| Q3 2020 | $9,070,000 | +6.5% | 173,791 | +2.2% | 6.92% | -1.7% |
| Q2 2020 | $8,518,000 | +4.3% | 169,979 | -7.9% | 7.04% | -13.4% |
| Q1 2020 | $8,168,000 | -28.8% | 184,515 | -3.3% | 8.14% | -7.5% |
| Q4 2019 | $11,471,000 | +3.4% | 190,808 | -2.4% | 8.79% | -1.5% |
| Q3 2019 | $11,091,000 | -0.6% | 195,506 | -1.7% | 8.92% | -1.2% |
| Q2 2019 | $11,160,000 | +6.3% | 198,793 | +3.7% | 9.03% | -0.7% |
| Q1 2019 | $10,496,000 | +14.2% | 191,748 | +2.8% | 9.09% | -15.5% |
| Q4 2018 | $9,192,000 | -4.8% | 186,490 | +8.3% | 10.77% | +9.7% |
| Q3 2018 | $9,653,000 | -3.2% | 172,138 | -8.3% | 9.82% | +6.8% |
| Q2 2018 | $9,973,000 | +3.3% | 187,749 | +2.8% | 9.19% | +0.2% |
| Q1 2018 | $9,652,000 | -5.2% | 182,657 | -1.9% | 9.17% | -5.9% |
| Q4 2017 | $10,182,000 | – | 186,249 | – | 9.74% | – |
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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% |