SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,277,642 | +12.5% | 118,083 | +3.4% | 3.49% | +7.1% |
Q3 2023 | $7,360,556 | -3.5% | 114,188 | +0.4% | 3.25% | +1.4% |
Q2 2023 | $7,628,076 | +3.7% | 113,699 | +1.3% | 3.21% | -2.4% |
Q1 2023 | $7,358,528 | +4.2% | 112,207 | +4.9% | 3.29% | -1.4% |
Q4 2022 | $7,064,397 | +14.8% | 107,004 | +1.7% | 3.33% | +3.6% |
Q3 2022 | $6,154,000 | -22.3% | 105,173 | -5.2% | 3.22% | -7.6% |
Q2 2022 | $7,922,000 | 0.0% | 110,966 | 0.0% | 3.48% | 0.0% |
Q1 2022 | $7,922,000 | -0.0% | 110,966 | +2.5% | 3.48% | -0.4% |
Q4 2021 | $7,925,000 | +12.9% | 108,240 | +4.0% | 3.50% | +10.0% |
Q3 2021 | $7,020,000 | -0.5% | 104,036 | +0.8% | 3.18% | -3.7% |
Q2 2021 | $7,055,000 | +4.7% | 103,182 | -0.0% | 3.30% | -3.8% |
Q1 2021 | $6,738,000 | +15.7% | 103,219 | +5.5% | 3.44% | -1.1% |
Q4 2020 | $5,826,000 | +14.3% | 97,867 | +0.2% | 3.47% | +5.5% |
Q3 2020 | $5,099,000 | +0.1% | 97,698 | -3.9% | 3.29% | -4.1% |
Q2 2020 | $5,093,000 | +16.0% | 101,640 | +2.4% | 3.43% | +8.0% |
Q1 2020 | $4,392,000 | -25.3% | 99,214 | +2.0% | 3.18% | -22.8% |
Q4 2018 | $5,880,000 | – | 97,280 | – | 4.12% | – |
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% |