SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,345,236 | -4.0% | 67,410 | -0.1% | 0.07% | -2.8% |
| Q2 2023 | $4,528,043 | -1.7% | 67,492 | -3.9% | 0.07% | -10.0% |
| Q1 2023 | $4,607,492 | -1.2% | 70,258 | -0.6% | 0.08% | -5.9% |
| Q4 2022 | $4,664,588 | +11.2% | 70,654 | -1.5% | 0.08% | -4.5% |
| Q3 2022 | $4,196,000 | -9.3% | 71,718 | -3.3% | 0.09% | -6.3% |
| Q2 2022 | $4,627,000 | -12.5% | 74,128 | +0.0% | 0.10% | -3.1% |
| Q1 2022 | $5,290,000 | +5.9% | 74,097 | +8.7% | 0.10% | -2.0% |
| Q4 2021 | $4,993,000 | – | 68,193 | – | 0.10% | – |
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% |