SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $353 | -99.9% | 5,342 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $319,000 | -6.2% | 5,444 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $340,000 | -12.6% | 5,443 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $389,000 | -2.3% | 5,442 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $398,000 | +8.4% | 5,441 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | -1.3% | 5,440 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $372,000 | +12.0% | 5,439 | +6.9% | 0.01% | 0.0% |
| Q1 2021 | $332,000 | +9.6% | 5,090 | +0.0% | 0.01% | +12.5% |
| Q4 2020 | $303,000 | +18.4% | 5,089 | +3.6% | 0.01% | 0.0% |
| Q3 2020 | $256,000 | +4.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $246,000 | +13.4% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $217,000 | -26.7% | 4,912 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $296,000 | +6.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $279,000 | +1.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $276,000 | +2.6% | 4,912 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $269,000 | +11.2% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $242,000 | -12.0% | 4,912 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $275,000 | +5.4% | 4,912 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $261,000 | +0.8% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $259,000 | – | 4,912 | – | 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% |