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 2023 | $1,655,119 | -65.2% | 25,677 | -63.8% | 0.49% | -62.5% |
| Q2 2023 | $4,752,417 | +2.9% | 70,836 | +0.6% | 1.30% | -3.1% |
| Q1 2023 | $4,617,373 | -0.4% | 70,408 | +0.2% | 1.34% | -10.5% |
| Q4 2022 | $4,637,443 | +11.1% | 70,243 | -1.5% | 1.50% | -0.5% |
| Q3 2022 | $4,174,000 | +959.4% | 71,343 | +1031.5% | 1.51% | +933.6% |
| Q2 2022 | $394,000 | -92.1% | 6,305 | -92.4% | 0.15% | -97.5% |
| Q4 2019 | $4,980,000 | +19.7% | 82,842 | +7.5% | 5.90% | +0.9% |
| Q3 2019 | $4,160,000 | 0.0% | 77,088 | 0.0% | 5.84% | 0.0% |
| Q2 2019 | $4,160,000 | – | 77,088 | – | 5.84% | – |
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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% |