SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,698,000 | -6.3% | 46,118 | 0.0% | 0.46% | -2.1% |
| Q2 2022 | $2,879,000 | -12.5% | 46,118 | 0.0% | 0.47% | +2.6% |
| Q1 2022 | $3,292,000 | -2.5% | 46,118 | 0.0% | 0.46% | +13.6% |
| Q4 2021 | $3,377,000 | +8.5% | 46,118 | 0.0% | 0.40% | -0.5% |
| Q3 2021 | $3,112,000 | -32.5% | 46,118 | -40.5% | 0.41% | -41.1% |
| Q4 2020 | $4,612,000 | -53.9% | 77,479 | -59.6% | 0.69% | -62.3% |
| Q3 2020 | $10,009,000 | -61.6% | 191,773 | -63.1% | 1.83% | -70.0% |
| Q2 2020 | $26,043,000 | +38.7% | 519,722 | +22.5% | 6.10% | -24.3% |
| Q1 2020 | $18,776,000 | -23.6% | 424,124 | +3.8% | 8.06% | +23.5% |
| Q4 2019 | $24,562,000 | +18.8% | 408,542 | +12.1% | 6.53% | +0.0% |
| Q3 2019 | $20,677,000 | +7.4% | 364,479 | +6.2% | 6.52% | -7.4% |
| Q2 2019 | $19,259,000 | +5.3% | 343,047 | +5.2% | 7.04% | +12.0% |
| Q1 2019 | $18,286,000 | +9.8% | 326,062 | -3.5% | 6.29% | +9.1% |
| Q4 2018 | $16,652,000 | -12.3% | 337,833 | -0.2% | 5.76% | +2.7% |
| Q3 2018 | $18,990,000 | – | 338,619 | – | 5.61% | – |
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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% |