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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $221,367 | -3.8% | 3,434 | +0.1% | 0.04% | -2.3% |
Q2 2023 | $230,134 | +2.4% | 3,430 | +0.1% | 0.04% | -2.2% |
Q1 2023 | $224,706 | -11.0% | 3,426 | -10.4% | 0.04% | -19.6% |
Q4 2022 | $252,486 | +5.2% | 3,824 | -6.7% | 0.06% | -1.8% |
Q3 2022 | $239,906 | -6.0% | 4,100 | +0.2% | 0.06% | -6.6% |
Q2 2022 | $255,322 | -12.4% | 4,090 | +0.2% | 0.06% | 0.0% |
Q1 2022 | $291,379 | – | 4,082 | – | 0.06% | – |
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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% |