SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.23 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,203 | -1.3% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,271 | -12.3% | 77 | -16.3% | 0.00% | 0.0% |
| Q1 2021 | $6,011 | +9.7% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,481 | -3.7% | 92 | -15.6% | 0.00% | -33.3% |
| Q3 2020 | $5,692 | -30.8% | 109 | -33.5% | 0.00% | -25.0% |
| Q2 2020 | $8,220 | +14.6% | 164 | +1.2% | 0.00% | -20.0% |
| Q1 2020 | $7,172 | -26.4% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,739 | +6.0% | 162 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,190 | +1.0% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,095 | +2.6% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,868 | +11.1% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,985 | -12.1% | 162 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $9,085 | +5.6% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,605 | +0.5% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,560 | -3.4% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,857 | +5.5% | 162 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,395 | +3.2% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $8,132 | +1.0% | 162 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $8,048 | +3.3% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $7,791 | +5.6% | 162 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $7,381 | +1.7% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $7,256 | +3.7% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $6,998 | – | 162 | – | 0.01% | – |
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% |