SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,823,896 | +90945.1% | 59,322 | -5.3% | 1.84% | -8.8% |
| Q2 2023 | $4,200 | +3.4% | 62,611 | +1.1% | 2.02% | -18.0% |
| Q1 2023 | $4,063 | -10.6% | 61,960 | -10.0% | 2.47% | -24.2% |
| Q4 2022 | $4,547 | -99.9% | 68,873 | +11.8% | 3.26% | -2.5% |
| Q3 2022 | $3,606,000 | +10.7% | 61,630 | +18.1% | 3.34% | -14.1% |
| Q2 2022 | $3,256,000 | -8.3% | 52,173 | +4.9% | 3.89% | -26.8% |
| Q1 2022 | $3,552,000 | – | 49,753 | – | 5.31% | – |
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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% |