SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,628,000 | -15.8% | 59,371 | +14.4% | 0.36% | -9.2% |
| Q4 2019 | $3,121,000 | +16.0% | 51,905 | +9.4% | 0.39% | -7.6% |
| Q3 2019 | $2,690,000 | +21.3% | 47,426 | +20.0% | 0.42% | +13.7% |
| Q2 2019 | $2,218,000 | +14.3% | 39,512 | +11.4% | 0.37% | +26.1% |
| Q1 2019 | $1,941,000 | +22.8% | 35,455 | +10.6% | 0.30% | -14.5% |
| Q4 2018 | $1,580,000 | -6.3% | 32,046 | +6.6% | 0.34% | +0.9% |
| Q3 2018 | $1,686,000 | +19.4% | 30,059 | +13.1% | 0.34% | +1.5% |
| Q2 2018 | $1,412,000 | +13.2% | 26,582 | +12.6% | 0.34% | +8.7% |
| Q1 2018 | $1,247,000 | +8.2% | 23,601 | +12.0% | 0.31% | -24.6% |
| Q4 2017 | $1,152,000 | +48.8% | 21,063 | +41.1% | 0.41% | +20.9% |
| Q3 2017 | $774,000 | +71.2% | 14,930 | +65.8% | 0.34% | +45.9% |
| Q2 2017 | $452,000 | +41.2% | 9,005 | +39.8% | 0.23% | +22.6% |
| Q1 2017 | $320,000 | – | 6,440 | – | 0.19% | – |
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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% |