SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,702,503 | +6.5% | 26,412 | +10.8% | 0.00% | – |
| Q2 2023 | $1,599,066 | -52.2% | 23,835 | -53.3% | 0.00% | – |
| Q1 2023 | $3,346,796 | +106.0% | 51,034 | +107.4% | 0.00% | – |
| Q4 2022 | $1,624,342 | +17.8% | 24,604 | +4.4% | 0.00% | – |
| Q3 2022 | $1,379,000 | +2.4% | 23,572 | +9.3% | 0.00% | – |
| Q2 2022 | $1,347,000 | -33.8% | 21,573 | -24.3% | 0.00% | – |
| Q1 2022 | $2,034,000 | +5.3% | 28,491 | +7.9% | 0.00% | – |
| Q4 2021 | $1,932,000 | +59.5% | 26,394 | +47.0% | 0.00% | – |
| Q3 2021 | $1,211,000 | +7.7% | 17,949 | +9.2% | 0.00% | – |
| Q2 2021 | $1,124,000 | +31.0% | 16,442 | +25.0% | 0.00% | – |
| Q1 2021 | $858,000 | +19.2% | 13,150 | +8.8% | 0.00% | – |
| Q4 2020 | $720,000 | +16.1% | 12,088 | +1.8% | 0.00% | – |
| Q3 2020 | $620,000 | +17.6% | 11,878 | +12.9% | 0.00% | – |
| Q2 2020 | $527,000 | -9.9% | 10,523 | -20.5% | 0.00% | – |
| Q1 2020 | $585,000 | -35.9% | 13,230 | -12.9% | 0.00% | – |
| Q4 2019 | $913,000 | +8.6% | 15,195 | +2.5% | 0.00% | – |
| Q3 2019 | $841,000 | +20.7% | 14,825 | +19.3% | 0.00% | – |
| Q2 2019 | $697,000 | -9.2% | 12,423 | -11.5% | 0.00% | – |
| Q1 2019 | $768,000 | +19.1% | 14,032 | +7.1% | 0.00% | – |
| Q4 2018 | $645,000 | -21.2% | 13,097 | -10.3% | 0.00% | – |
| Q3 2018 | $819,000 | +46.8% | 14,597 | +38.7% | 0.00% | – |
| Q2 2018 | $558,000 | +1.8% | 10,521 | +0.2% | 0.00% | – |
| Q1 2018 | $548,000 | -12.6% | 10,497 | -8.2% | 0.00% | – |
| Q4 2017 | $627,000 | +15.3% | 11,438 | +8.8% | 0.00% | – |
| Q3 2017 | $544,000 | +50.3% | 10,511 | +45.6% | 0.00% | – |
| Q2 2017 | $362,000 | +21.5% | 7,220 | +21.0% | 0.00% | – |
| Q1 2017 | $298,000 | +39.9% | 5,969 | +35.1% | 0.00% | – |
| Q4 2016 | $213,000 | 0.0% | 4,419 | -6.2% | 0.00% | – |
| Q3 2016 | $213,000 | – | 4,710 | – | 0.00% | – |
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% |