SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,460 | -3.9% | 1,000 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $67,090 | +2.3% | 1,000 | 0.0% | 0.02% | +9.5% |
| Q1 2023 | $65,580 | -0.7% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $66,020 | +11.9% | 1,000 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $59,000 | -6.3% | 1,000 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $63,000 | -11.3% | 1,000 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $71,000 | -2.7% | 1,000 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $73,000 | +9.0% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $67,000 | -1.5% | 1,000 | 0.0% | 0.03% | -25.7% |
| Q2 2021 | $68,000 | +4.6% | 1,000 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $65,000 | +8.3% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $60,000 | +15.4% | 1,000 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $52,000 | +4.0% | 1,000 | 0.0% | 0.04% | -5.0% |
| Q2 2020 | $50,000 | +11.1% | 1,000 | 0.0% | 0.04% | -11.1% |
| Q1 2020 | $45,000 | – | 1,000 | – | 0.04% | – |
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% |