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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | +4.5% | 3,160 | -3.7% | 0.12% | -8.3% |
| Q3 2021 | $221,000 | -58.5% | 3,282 | -57.8% | 0.13% | -61.4% |
| Q2 2021 | $532,000 | -2.4% | 7,777 | -6.9% | 0.34% | -10.4% |
| Q1 2021 | $545,000 | +25.9% | 8,352 | +14.8% | 0.38% | +22.2% |
| Q4 2020 | $433,000 | +22.0% | 7,273 | +6.9% | 0.32% | +12.1% |
| Q3 2020 | $355,000 | +12.0% | 6,802 | +7.7% | 0.28% | +4.9% |
| Q2 2020 | $317,000 | +8.2% | 6,318 | -4.6% | 0.27% | -13.5% |
| Q1 2020 | $293,000 | -17.0% | 6,620 | +12.8% | 0.31% | +1.6% |
| Q4 2019 | $353,000 | +5.4% | 5,869 | -0.5% | 0.30% | -3.8% |
| Q3 2019 | $335,000 | -13.4% | 5,899 | -13.9% | 0.32% | -10.7% |
| Q2 2019 | $387,000 | +22.9% | 6,855 | +19.2% | 0.36% | +29.6% |
| Q1 2019 | $315,000 | +47.2% | 5,750 | +32.1% | 0.27% | +36.3% |
| Q4 2018 | $214,000 | – | 4,354 | – | 0.20% | – |
Download | ||||||
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% |