SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,446 | +60.1% | 100 | +66.7% | 0.00% | 0.0% |
Q2 2023 | $4,026 | +2.3% | 60 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $3,935 | +19.2% | 60 | +20.0% | 0.00% | 0.0% |
Q4 2022 | $3,301 | -82.6% | 50 | -84.6% | 0.00% | -80.0% |
Q3 2022 | $19,000 | -5.0% | 325 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $20,000 | -9.1% | 325 | +6.6% | 0.01% | 0.0% |
Q1 2022 | $22,000 | 0.0% | 305 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $22,000 | +22.2% | 305 | +13.0% | 0.01% | +25.0% |
Q3 2021 | $18,000 | -60.9% | 270 | -60.3% | 0.00% | -60.0% |
Q2 2021 | $46,000 | -14.8% | 680 | -17.6% | 0.01% | -23.1% |
Q1 2021 | $54,000 | +14.9% | 825 | +4.4% | 0.01% | +8.3% |
Q4 2020 | $47,000 | +27.0% | 790 | +10.5% | 0.01% | +9.1% |
Q3 2020 | $37,000 | -39.3% | 715 | -41.2% | 0.01% | -45.0% |
Q2 2020 | $61,000 | +7.0% | 1,215 | -5.1% | 0.02% | -4.8% |
Q1 2020 | $57,000 | -17.4% | 1,280 | +11.8% | 0.02% | -4.5% |
Q4 2019 | $69,000 | +27.8% | 1,145 | +20.5% | 0.02% | +22.2% |
Q3 2019 | $54,000 | +1.9% | 950 | 0.0% | 0.02% | -5.3% |
Q2 2019 | $53,000 | +82.8% | 950 | +82.3% | 0.02% | +72.7% |
Q1 2019 | $29,000 | +7.4% | 521 | -3.2% | 0.01% | 0.0% |
Q4 2018 | $27,000 | – | 538 | – | 0.01% | – |
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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% |