SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,160 | -4.0% | 18 | 0.0% | 0.00% | – |
| Q2 2023 | $1,208 | -99.6% | 18 | -99.6% | 0.00% | -100.0% |
| Q1 2023 | $327,834 | +1.6% | 4,999 | +2.2% | 0.00% | 0.0% |
| Q4 2022 | $322,772 | +3.5% | 4,889 | -8.2% | 0.00% | 0.0% |
| Q3 2022 | $312,000 | -6.3% | 5,327 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | +31.1% | 5,327 | +49.6% | 0.00% | +100.0% |
| Q1 2022 | $254,000 | +3.3% | 3,560 | +5.8% | 0.00% | 0.0% |
| Q4 2021 | $246,000 | +1657.1% | 3,365 | +1517.8% | 0.00% | – |
| Q3 2021 | $14,000 | +27.3% | 208 | +28.4% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 162 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | +10.0% | 162 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -92.0% | 162 | -93.2% | 0.00% | -100.0% |
| Q3 2020 | $125,000 | -35.6% | 2,390 | -38.2% | 0.00% | 0.0% |
| Q2 2020 | $194,000 | +18.3% | 3,866 | +4.4% | 0.00% | 0.0% |
| Q1 2020 | $164,000 | -55.2% | 3,704 | -39.2% | 0.00% | -50.0% |
| Q4 2019 | $366,000 | +63.4% | 6,090 | +54.3% | 0.00% | +100.0% |
| Q3 2019 | $224,000 | -3.4% | 3,948 | -4.4% | 0.00% | 0.0% |
| Q2 2019 | $232,000 | +2009.1% | 4,128 | +1875.1% | 0.00% | – |
| Q1 2019 | $11,000 | -92.9% | 209 | -93.4% | 0.00% | -100.0% |
| Q4 2018 | $155,000 | -16.2% | 3,146 | -4.8% | 0.00% | 0.0% |
| Q3 2018 | $185,000 | +86.9% | 3,305 | +77.5% | 0.00% | 0.0% |
| Q2 2018 | $99,000 | +1137.5% | 1,862 | +1071.1% | 0.00% | – |
| Q1 2018 | $8,000 | +300.0% | 159 | +354.3% | 0.00% | – |
| Q4 2017 | $2,000 | -94.7% | 35 | -95.2% | 0.00% | – |
| Q3 2017 | $38,000 | +5.6% | 724 | 0.0% | 0.00% | – |
| Q2 2017 | $36,000 | +111.8% | 724 | +87.1% | 0.00% | – |
| Q1 2016 | $17,000 | -80.5% | 387 | -80.6% | 0.00% | -100.0% |
| Q1 2015 | $87,000 | – | 2,000 | – | 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% |