SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $417,703 | -34.2% | 6,226 | -35.7% | 0.09% | -38.6% |
| Q1 2023 | $634,815 | +78.6% | 9,680 | +79.8% | 0.15% | +75.9% |
| Q4 2022 | $355,452 | +15.4% | 5,384 | +2.2% | 0.09% | +8.8% |
| Q3 2022 | $308,000 | -37.8% | 5,269 | -33.6% | 0.08% | -12.1% |
| Q2 2022 | $495,000 | +106.2% | 7,932 | +135.5% | 0.09% | +122.0% |
| Q1 2022 | $240,000 | -35.7% | 3,368 | -39.1% | 0.04% | -38.8% |
| Q3 2021 | $373,000 | +16.9% | 5,532 | +18.4% | 0.07% | +11.7% |
| Q2 2021 | $319,000 | +2353.8% | 4,673 | +2202.0% | 0.06% | +1900.0% |
| Q1 2021 | $13,000 | -93.3% | 203 | -93.8% | 0.00% | -93.2% |
| Q4 2020 | $195,000 | – | 3,281 | – | 0.04% | – |
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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% |