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 | $352 | +19.3% | 5,458 | +24.0% | 0.39% | +16.4% |
| Q2 2023 | $295 | -16.4% | 4,402 | -18.3% | 0.34% | -10.9% |
| Q1 2023 | $353 | -0.6% | 5,388 | +0.1% | 0.38% | -7.4% |
| Q4 2022 | $355 | -99.9% | 5,383 | -28.8% | 0.41% | +99.0% |
| Q3 2022 | $442,000 | -83.0% | 7,559 | -97.6% | 0.20% | -65.9% |
| Q2 2022 | $2,603,000 | +65.2% | 316,398 | +1333.3% | 0.60% | -7.9% |
| Q1 2022 | $1,576,000 | +16.1% | 22,075 | +19.0% | 0.65% | +10.2% |
| Q4 2021 | $1,358,000 | +10.0% | 18,548 | +1.4% | 0.59% | +17.6% |
| Q3 2021 | $1,234,000 | -10.1% | 18,291 | -8.9% | 0.50% | -8.9% |
| Q2 2021 | $1,373,000 | +10.6% | 20,078 | +5.6% | 0.55% | +6.8% |
| Q1 2021 | $1,241,000 | -9.4% | 19,014 | -17.4% | 0.52% | -11.2% |
| Q4 2020 | $1,370,000 | +30.6% | 23,013 | +14.4% | 0.58% | +29.2% |
| Q3 2020 | $1,049,000 | -3.8% | 20,109 | -7.6% | 0.45% | -10.6% |
| Q2 2020 | $1,090,000 | -35.3% | 21,757 | -42.8% | 0.50% | -15.3% |
| Q1 2020 | $1,684,000 | +55.6% | 38,044 | +111.3% | 0.59% | +54.8% |
| Q4 2019 | $1,082,000 | – | 18,006 | – | 0.38% | – |
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% |