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 2023 | $352,156 | -4.4% | 5,463 | -0.5% | 0.10% | -7.4% |
| Q2 2023 | $368,528 | +2.3% | 5,493 | 0.0% | 0.11% | +3.8% |
| Q1 2023 | $360,225 | +99135.5% | 5,493 | 0.0% | 0.10% | -11.9% |
| Q4 2022 | $363 | -99.9% | 5,493 | -0.3% | 0.12% | +5.4% |
| Q3 2022 | $322,000 | -7.2% | 5,509 | -1.0% | 0.11% | 0.0% |
| Q2 2022 | $347,000 | -13.7% | 5,567 | -1.2% | 0.11% | 0.0% |
| Q1 2022 | $402,000 | -2.7% | 5,634 | 0.0% | 0.11% | -3.4% |
| Q4 2021 | $413,000 | +8.7% | 5,634 | +0.0% | 0.12% | 0.0% |
| Q3 2021 | $380,000 | -1.3% | 5,633 | 0.0% | 0.12% | -0.9% |
| Q2 2021 | $385,000 | -1.3% | 5,633 | -5.7% | 0.12% | -7.1% |
| Q1 2021 | $390,000 | +4.6% | 5,974 | -4.8% | 0.13% | -3.8% |
| Q4 2020 | $373,000 | -12.2% | 6,274 | -22.9% | 0.13% | -23.8% |
| Q3 2020 | $425,000 | -80.4% | 8,138 | -81.2% | 0.17% | -74.5% |
| Q2 2020 | $2,164,000 | -4.2% | 43,195 | -15.4% | 0.68% | -32.5% |
| Q1 2020 | $2,259,000 | +110.9% | 51,029 | +186.5% | 1.00% | +130.9% |
| Q4 2019 | $1,071,000 | +14.2% | 17,810 | +6.1% | 0.43% | -19.1% |
| Q3 2019 | $938,000 | -2.1% | 16,783 | -1.7% | 0.54% | -7.0% |
| Q2 2019 | $958,000 | +9.9% | 17,068 | +7.1% | 0.58% | -3.7% |
| Q1 2019 | $872,000 | +342.6% | 15,933 | +298.9% | 0.60% | +243.1% |
| Q4 2018 | $197,000 | – | 3,994 | – | 0.17% | – |
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% |